{"id":6951,"date":"2026-07-01T07:23:20","date_gmt":"2026-07-01T05:23:20","guid":{"rendered":"https:\/\/belvedere-am.com\/asset-allocation-q3-2026\/"},"modified":"2026-06-30T18:22:10","modified_gmt":"2026-06-30T16:22:10","slug":"asset-allocation-q3-2026","status":"publish","type":"post","link":"https:\/\/belvedere-am.com\/en\/asset-allocation-q3-2026\/","title":{"rendered":"Asset Allocation Q3-2026"},"content":{"rendered":"<h4>Positioning reaffirmed<\/h4>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone wp-image-6908\" src=\"https:\/\/belvedere-am.com\/wp-content\/uploads\/Belvedere-Market-Insights-2026-07-AA.png\" alt=\"\" width=\"500\" height=\"513\" \/><\/p>\n<p>&nbsp;<\/p>\n<p class=\"Standardtext\" style=\"margin: 6.0pt -.4pt 3.0pt -2.2pt;\">Despite ongoing geopolitical tensions, <span style=\"letter-spacing: -.1pt;\">we maintain our positioning and remain constructive on risk assets. Following the strong performance of our energy exposure, we realised gains and reinvested the proceeds in the Digital Security theme. <\/span><\/p>\n<p class=\"Standardtext\" style=\"margin: 6.0pt -.4pt 3.0pt -2.2pt;\"><span style=\"letter-spacing: -.1pt;\">Overall, our portfolios remain broadly diversified and well balanced. Especially in a challenging environment, we believe the greatest value lies in the disciplined implementation of long-term convictions, rather than in short-term tactical shifts. <\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Positioning reaffirmed.<\/p>\n","protected":false},"author":10,"featured_media":5395,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"iawp_total_views":0,"footnotes":""},"categories":[68,64],"tags":[],"class_list":["post-6951","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-asset-allocation","category-attachments"],"_links":{"self":[{"href":"https:\/\/belvedere-am.com\/en\/wp-json\/wp\/v2\/posts\/6951","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/belvedere-am.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/belvedere-am.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/belvedere-am.com\/en\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/belvedere-am.com\/en\/wp-json\/wp\/v2\/comments?post=6951"}],"version-history":[{"count":2,"href":"https:\/\/belvedere-am.com\/en\/wp-json\/wp\/v2\/posts\/6951\/revisions"}],"predecessor-version":[{"id":6985,"href":"https:\/\/belvedere-am.com\/en\/wp-json\/wp\/v2\/posts\/6951\/revisions\/6985"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/belvedere-am.com\/en\/wp-json\/wp\/v2\/media\/5395"}],"wp:attachment":[{"href":"https:\/\/belvedere-am.com\/en\/wp-json\/wp\/v2\/media?parent=6951"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/belvedere-am.com\/en\/wp-json\/wp\/v2\/categories?post=6951"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/belvedere-am.com\/en\/wp-json\/wp\/v2\/tags?post=6951"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}