PRCIM Research https://prcim.net/ Institutional insight. Independent thinking. en Mon, 02 Nov 2026 12:07:54 GMT Seven Allocations Quietly Redefining Institutional Portfolios After the Bond-Equity Breakdown https://prcim.net/seven-institutional-allocations-post-60-40-portfolio/ https://prcim.net/seven-institutional-allocations-post-60-40-portfolio/ The simultaneous drawdown in stocks and bonds in 2022 ended the era of treating the 60/40 model as self-evident. Here are seven allocation shifts gaining real traction among US endowments, pensions, and family offices — and the questions to ask before committing capital to each. PRCIM Research Asset Allocation Mon, 02 Nov 2026 12:07:54 GMT When the Street Speaks in Unison: Structural Incentives and the Cost of Homogenized Analysis https://prcim.net/structural-incentives-homogenized-analysis-independent-research/ https://prcim.net/structural-incentives-homogenized-analysis-independent-research/ Sell-side consensus is not merely imperfect — it is structurally predisposed toward convergence. This piece examines why unaffiliated research firms have repeatedly identified inflection points that bank-affiliated analysis missed, and what that implies for how institutional portfolios source conviction. PRCIM Research Market Structure Mon, 02 Nov 2026 12:07:54 GMT