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Investments and Business

Why are multi-asset portfolios regaining popularity among advisors?

What’s driving advisors back to multi-asset portfolios?

Multi-asset portfolios are experiencing a renewed wave of interest among financial advisors. After years dominated by single-asset strategies, thematic bets, or narrowly diversified equity allocations, advisors are increasingly returning to multi-asset approaches to address a more complex investment environment. Persistent inflation, higher interest rates, geopolitical uncertainty, and shifting correlations across asset classes have all contributed to this resurgence.A More Challenging and Uncertain Market BackdropThe post-pandemic investment landscape has been defined by volatility and regime changes. Equity markets have delivered uneven returns, bonds have experienced their worst drawdowns in decades, and traditional diversification assumptions have been tested.For example, in 2022 global…
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What trends are shaping corporate treasury management and cash optimization?

Emerging trends in corporate treasury and cash optimization

Corporate treasury management has evolved well beyond basic cash tracking and maintaining bank relationships, now standing at the core of strategic planning, risk oversight, and value generation as fluctuating interest rates, geopolitical instability, rapid digitalization, and rising regulatory demands push treasurers to reimagine how they handle liquidity, enhance cash efficiency, and drive organizational expansion, with the trends below reshaping the way modern companies tackle treasury operations and cash optimization.Digital Transformation and Treasury AutomationThe rapid shift toward digitalization is becoming one of the most influential developments, as manual workflows, spreadsheets, and isolated platforms are increasingly being substituted with unified treasury management…
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How are cloud cost optimizations affecting software margins and valuations?

Cloud cost optimization and its implications for software margins and valuations

Cloud cost optimization describes the deliberate process of cutting and managing expenses tied to cloud infrastructure, including compute, storage, networking, and managed services. As software companies grow, particularly those offering software-as-a-service, cloud spending frequently emerges as one of the largest elements within the cost of goods sold. In recent years, mounting cloud expenses, economic pressures, and investor emphasis on profitability have elevated cloud optimization from a purely technical topic to a priority discussed at the board level.Optimization techniques often involve aligning workloads to the right size, securing reserved capacity commitments, enhancing software efficiency, implementing FinOps methodologies, and sometimes shifting workloads…
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Londres, en Reino Unido: qué impulsa el interés del private equity por carve-outs

Exploring the impact of managed futures on diversification

Managed futures are investment strategies that trade futures contracts across global markets, including equities, fixed income, currencies, and commodities. These strategies are typically run by professional managers using systematic, rules-based approaches, often referred to as trend-following or momentum-based models. Unlike traditional long-only investments, managed futures can take both long and short positions, allowing them to potentially profit in rising or falling markets.Managed futures are distinguished by how they adapt in real time to price movements instead of depending on economic projections or corporate fundamentals, a versatility that sets them apart from stocks and bonds, which typically hinge on economic expansion…
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