Three versatile use cases for balanced funds in investor portfolios.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
What are agency mortgage-backed securities, and how might they play a role in investors’ portfolios?
The potential strategic pitfalls of sitting in cash.
How are allocation trends changing and where are active managers making a difference at a service and product level?
What are collateralized loan obligations, and how might they play a role in investors’ portfolios?
Beyond the Magnificent Seven, many non-U.S. tech companies appear well positioned to benefit from the explosive growth of artificial intelligence.
Why portfolio volatility is a risk for investors and how to help mitigate this risk.
Mega-cap tech has dominated recent market performance, but conditions point to a potential broadening of market returns.
Where we see the most compelling equities opportunities across sectors in 2024.
Where we see opportunities in mid-cap growth stocks given their strong fundamentals and ties to powerful secular growth themes.
The three essential elements of an effective balanced strategy in the current environment.