Where are we in the economic cycle? What is the relative value of different asset classes? How are technical factors, such as regulation, impacting prices? Aon Hewitt’s Global Asset Allocation team continually asks and answers questions like these. We use our findings to help clients make timely decisions about asset allocation in their schemes’ portfolios.
We believe that the medium term (1-3 years) has been under exploited as a source of investment performance. Maintaining medium-term views that complement our long term expectations, we help our clients to determine when to make changes to their investment strategy.