Skip to main content
Subject:

Strategic Asset Allocation

Strategic Asset Allocation Q4 2025

Tuesday, 21 October 2025, written by Maarten Spek

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.

This report is published: Quarterly

Get access to this report

Request Report

Previous reports

SAA Special: Markets at record highs, but structural risks are increasing

Wednesday, 10 September 2025

The US is retreating from the global economic order it once built and safeguarded — the foundation on which growth and asset prices thrived. Looking ahead, this prosperity is under pressure from slower population growth, rising geopolitical risks, and increasing regulatory uncertainty. At the strategic asset allocation level: which asset classes should be avoided, and which stand to benefit?

Request Report

Strategic Asset Allocation Q3 2025

Wednesday, 16 July 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.

Request Report

SAA Special: CNY revaluation and its consequences

Wednesday, 18 June 2025

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?

Request Report

How it works

Video file

 

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]