Unleashing the Potential: Fixed Income for Stock-like Returns
Aaron Levitt
|
With bond prices low and yields high, fixed income investments could be very...
Fund managers make the high level decisions and balance asset classes to achieve specific investment outcomes for investors, such as generating an income in retirement or minimizing risk.
Let’s take a look at the evolution of these strategies, different types and some pros and cons to keep in mind.
Learn more about mutual funds here.
Three of the four primary asset classes can be sliced and diced into several sub-asset classes (cash is the exception):
There are different financial institutions that offer multi-asset strategies. The strategies are employed for both institutional investors that may be interested in alternative assets as a way to diversify a conventional portfolio, and individual retail investors, who might invest in multi-asset strategies via mutual funds to reach their retirement goals.
Let us consider an example of how multi-asset strategy might be beneficial to investors. A conservative multi-asset strategy could be an attractive option for risk-averse investors. The strategy might preferentially weight government and investment grade bonds that have less volatility than stocks or high-yield bonds. If any low-volatility opportunities arise, the fund could even add allocation to certain equities or fixed income sectors.
Pros
Cons
Don’t forget to learn more about strategic asset allocation here.
Be sure to check our News section to keep track of the latest updates from the mutual fund industry.
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
With bond prices low and yields high, fixed income investments could be very...
Aaron Levitt
|
Fund flows into active ETFs underscore how popular the vehicle is for investors...
Aaron Levitt
|
With their natural inflation protection, high yields and tax-free status, tobacco bonds could...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...
Fund managers make the high level decisions and balance asset classes to achieve specific investment outcomes for investors, such as generating an income in retirement or minimizing risk.
Let’s take a look at the evolution of these strategies, different types and some pros and cons to keep in mind.
Learn more about mutual funds here.
Three of the four primary asset classes can be sliced and diced into several sub-asset classes (cash is the exception):
There are different financial institutions that offer multi-asset strategies. The strategies are employed for both institutional investors that may be interested in alternative assets as a way to diversify a conventional portfolio, and individual retail investors, who might invest in multi-asset strategies via mutual funds to reach their retirement goals.
Let us consider an example of how multi-asset strategy might be beneficial to investors. A conservative multi-asset strategy could be an attractive option for risk-averse investors. The strategy might preferentially weight government and investment grade bonds that have less volatility than stocks or high-yield bonds. If any low-volatility opportunities arise, the fund could even add allocation to certain equities or fixed income sectors.
Pros
Cons
Don’t forget to learn more about strategic asset allocation here.
Be sure to check our News section to keep track of the latest updates from the mutual fund industry.
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
With bond prices low and yields high, fixed income investments could be very...
Aaron Levitt
|
Fund flows into active ETFs underscore how popular the vehicle is for investors...
Aaron Levitt
|
With their natural inflation protection, high yields and tax-free status, tobacco bonds could...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...