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Bond yields have moved higher around the world. Portfolio Managers Pramol Dhawan and Sachin Gupta discuss how global fixed income can help investors diversify sources of return while uncovering opportunities across developed and emerging markets.
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Bond yields have moved higher around the world. PIMCO Portfolio Managers Pramol Dhawan and Sachin Gupta discuss how global fixed income can help investors diversify sources of return while uncovering opportunities across developed and emerging…
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Fidelity’s Global Macro and Strategic Asset Allocation team explain why higher bond yields alone do not necessarily improve the appeal of government bonds.
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Investment manager Sally Greig explores how the Baillie Gifford Monthly Income Fund uses emerging market bonds to access differentiated sources of income and strengthen portfolio diversification. Capital at risk and income not guaranteed.
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Aberdeen explains the latest MyFolio strategic asset allocation update, enhancing diversification while staying focused on long-term investment discipline.
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Rebecca McVittie, Investment Director, Fidelity Global Special Situations strategy, explains how diversification can enhance portfolio resilience while supporting long-term value creation for investors.
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In this paper on equity diversification in an era of geoeconomic fragmentation, Fidelity considers how shifts in the macro regime are reshaping the equity allocation debate, creating fresh challenges and opportunities.
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A resilient global cycle continues to support calculated risk taking. Global growth remains solid, inflation is easing, and policy is gradually loosening — all supportive for asset markets, despite the risks.
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Fidelity reveals how diversification across geographies, styles and time horizons can enhance portfolio resilience while supporting long-term value creation for investors in its Fidelity Global Special Situations strategy.
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Rising positive correlations across asset returns are undermining traditional diversification benefits. Fidelity's Stacie Mitchinson explains why investors may need to rethink portfolio construction to preserve risk dispersion in today's regime.