Asset manager research and allocation views for professional investors
ProAllocate brings together published research from global asset managers — over 11,000 outlooks, capital market assumptions, research notes and commentaries in the past year — and tracks 1,000+ asset allocation calls a month on average.
APAC real estate market outlook Q4 2026
Aberdeen's Craig Wright and Jai Tyagi argue that higher inflation, bond yields and a 'no war, no peace' Middle East scenario have lowered near-term APAC real estate return forecasts. They favour residential, data centres and industrial/logistics while recommending highly selective office exposure.
Asset allocation
LiveCompare global fund managers’ asset class views.
- Equities+50.8
- Fixed Income-4.9
- Alternatives+5.9
- Private Markets+4.3
- Cash-8.3
2026 Q4
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Collection
Asset Allocation
The latest capital markets assumptions, outlooks, asset allocation papers and multi-asset thinking — one collection, kept current by the editorial team.
Spotlight
How short selling can add value in emerging markets
Fidelity argues that short selling has materially boosted returns in its FAST Emerging Markets Fund and Fidelity Emerging Markets Ltd, enabling pair trades and leverage against AI disruption and Chinese competition. The firm maintains a diversified 70-80 stock short book while staying structurally positive on emerging market equities.
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