Moonfare
The Satellite Newsletter #35
Moonfare
The Satellite

Edition 35

The Satellite

Dear Valued Member of the Moonfare Network,

With summer break (almost) behind us, it’s a great time to reflect on your investment strategies.

This process inevitably raises an important question: what’s the right asset mix for a specific portfolio?

To help answer this, we’ve analysed Capital Market Assumptions reports from fifteen institutions, including Blackrock, Amundi and JP Morgan.

We also looked into how strategists use these predictions to construct portfolios that maximise returns for a given risk level.

The results are sample allocations that provide a good sense of how investment models are formed.

Find out more in our latest article.

Happy reading and see you again next month! Your Moonfare team

To view our selection of private equity strategies by top-tier managers, log on to the Moonfare platform.

If you don’t have an account yet, sign up and view our exclusive opportunities.*

Insights

What’s the right amount of private equity for your portfolio?

How much PE should be in your portfolio_

A typical finance-led approach to determining the composition of any portfolio is portfolio optimisation—this is a process that is as important financially as the annual medical checkup is from a healthcare point of view.

Read more

Frame 73 (1)

Insights

Mid-market investing: why it pays to look behind the headlines

Find out →

Frame 73

Markets

Jackson Hole marked the beginning of a rate cut phase

Read more →

Frame 74

Moonfare Pulse

Find out how our community invests — in three graphs

Download the report →

Bain - Hugh MacArthur Deal Talk - Satellite

Deal Talk

Bain’s Hugh MacArthur: It’s a fantastic time to invest in secondaries

Watch the interview →

*Subject to eligibility. Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment and you are unlikely to be protected if something goes wrong.