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Strategic Asset Allocation

SAA Special: CNY revaluation and its consequences

Wednesday, 18 June 2025, written by Maarten Spek

The U.S. is entangled in an implicit currency union with Asia, with mounting economic drawbacks. Trump's push to address this is constrained by China's control over the USD/CNY exchange rate, and his limited tools are creating their own economic fallout. Meanwhile, China faces growing incentives to revalue the yuan, increasing pressure for a free-floating USD/CNY. How will this seismic shift reshape financial markets over the next decade?

This report is published: Quarterly

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Previous reports

SAA Special: Political Compass for the Coming Years

Monday, 19 May 2025

If Trump 2.0 initially succeeds for his base, will Trumpism dominate global politics over the next decade? Or, if it stumbles, will the world swing left or rediscover global trade and cooperation?

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Strategic Asset Allocation Q2 2025

Tuesday, 22 April 2025

Strategic Asset Allocation (SAA) plays a crucial role in an investors’ decision-making process. This report features the quarterly update of three SAA models, their portfolio characteristics and the data we have used to construct the SAA models. In addition, we update the Expected Returns based on the return assumptions of approx. 70 asset managers and present tables with volatility and correlation data for every asset class.

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SAA Special: Don’t extrapolate PE returns

Monday, 17 March 2025

Note: For the main Strategic Asset Allocation report - Q1 2025 , scroll down to the 'Previous Reports' section. SAA Specials like this are published in the months between. 

Driven by historically high returns, low volatility, and limited correlation with public assets, Private Equity and Private Debt have become increasingly popular in long-term investment portfolios. However, there are several developments indicating that the outlook for PE will take a turn for the worse.

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What's in the SAA report?

Strategic Asset Allocation (SAA) plays a key role in the return of an investment portfolio. According to Julius Bär, it is assumed that SAA...

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FAQ's about our SAA report

Find answers to common questions about our Strategic Asset Allocation research below. If you don’t see your question, feel free to get in touch at [email protected]

FAQ's SAA

 

Maarten Spek, Global Macro & Investment Strategist

Maarten has been a key figure at ECR since 2006, leading our team of analysts with expertise and innovation. His academic excellence, demonstrated by...

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