Allocator Quarterly - Q4 2015

"This is a call to those CIOs who wish to discuss our view in more detail, but who would also like to discuss concrete steps that could be taken."

We have always suggested that investors need to take a medium-term, if not long-term, view on their asset allocation. If they don’t, they may run the risk of becoming traders, always arguing with the markets over the next up and down swings. Nothing could suit this view more than the Insurance Linked Securities asset class. A quasi fixed income type product with the added bonus of non-correlation to other major asset classes. At least in theory.

For the full pdf publication, click here.