Balancing the opportunities and risks in asset allocation

[ "Blog: Latest Insights" ]
[ ]
[ ]
  • Chart on the Go

Download PDF

How should investors think about positioning portfolios as markets change?

  • Asset allocation decisions can be based on many factors, including the recent and expected performance of assets.


  • Based on our analysis, assets like high yield or investment grade may see stronger returns relative to their recent history, but for U.S. large-cap equity, the next five years — while positive — may be more challenging.


  • This highlights the need for active management and selectivity. For asset classes where returns may be harder to come by, research and issuer selection can matter more. A financial advisor can help you navigate the changing picture for asset classes.



Download as a client-approved PDF