Three versatile use cases for balanced funds in investor portfolios.
Insights
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The potential strategic pitfalls of sitting in cash.
With global economic prospects likely to diverge further, investors should seek markets that appear to balance risks and opportunities.
The three essential elements of an effective balanced strategy in the current environment.
A potentially fragile outlook for the global economy merits defensive positioning and a focus on quality in financial markets, argues Adam Hetts.
Thematic investing has the potential to offer equity investors the most direct exposure to the forces reshaping the global economy.
Why is it too early to call time on classic “60/40" and traditional balanced portfolios?
How we can learn from the regrets of others to better prepare for the future.
Adam Hetts and Sabrina Geppert examine the opportunities across government, credit and alternatives markets for fixed income investors to navigate rising rates.
Head of US Fixed Income Greg Wilensky explains why investors should consider how much interest rate risk they have in their portfolios, and make sure it is appropriate for their needs.