Understand fund managers' 2025 asset allocation calls.
1,760+ tactical and strategic asset allocation calls, across 300+ sub-asset classes, from 280+ asset manager outlooks. All in one place.
"This is great - I have shared with our Head of Fixed Income and Equities"
Head of Asset Allocation, UK Pension Fund
Asset manager outlooks are a treasure trove of insights!
Our research shows investing in asset managers’ high conviction calls has the potential to outperform.
A model portfolio based on asset managers’ 2024 mid-year outlook calls outperformed a traditional 60/40 portfolio by 149pbs net of fees in H2 2024. (source: Markets Recon)
The problem is: gathering and consuming these critical investment insights takes time and energy.
To solve this challenge, Markets Recon has done the heavy lifting for you.
Disclaimer: past performance is no guarantee of future returns and cannot be relied on for investment decisions. This data is provided for illustrative purposes only.
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