Key takeaways:
- Persistent outperformance of U.S. large-cap stocks has kept portfolios concentrated, though advisors are nudging toward global diversification.
- Investors are straying from the U.S. Agg benchmark, favoring flexible, multisector strategies and selectively adding duration.
- Technology continues to lead performance, yet remains underweight in portfolios. Passive exposure dominates, leaving room for active management.
In this dynamic financial environment, it’s crucial to stay ahead with effective investment strategies. Thanks to our Janus Henderson Edge™ analytics platform, we’re able to identify areas for rebalancing to help you invest with confidence.
Focusing on equities, fixed income, and alternative/implementation strategies, Portfolio Portrait highlights how client approaches to constructing portfolios have evolved and the asset allocation implications.
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