Search Results | Showing 1 - 10 of 64 results for "Bond Portfolio" |
| | | ... Opportunities Fund, and took out the top gong for Investment Manager of the Year. MLC won for its MLC Wholesale Horizon 1 Bond Portfolio, MLC MultiActive Balanced and MLC MultiActive Growth funds. MLC's Antares also won the Equity Income Strategy ... |
| | | | Recent research from Monash University demonstrated retirees will require a balance above $400,000 to achieve sustainable retirement without investment-related constraints. The Comfort or Collapse: Why Balance Size and Design, Not Just Returns, Decide ... |
| | | | ... environments. "Future demand shocks are always a possibility, which is why we added inflation-protection to our bond portfolio earlier in the year," Sawtell-Rickson says. "No portfolio can be immune to all scenarios, but our approach is to be prepared ... |
| | | | ... perpetual capital funds," the report said. "We expect that investors who shift from the traditional 60-40 stock-bond portfolio to a 40-30-30 stock-bond-alternatives, with a diversified mix of private equity, private credit, and real assets could increase ... |
| | | | ... adjust interest rate risk in their portfolios by either increasing or decreasing the duration of their existing bond portfolio. "Our new range of geared fixed income exposures can play a helpful role in allowing investors and asset allocators navigate ... |
| | | | ... risks and returns across asset classes. According to the report, the forecasted annual return for a USD 60/40 stock-bond portfolio over the next 10-15 years remains attractive at 7%. "While that is a dip of 20 basis points (bps) from 2022, it's still ... |
| | | | ... digital advice offering into cash management, lending, and most recently, lower-risk investments with its Automated Bond Portfolio. "The company is well-positioned to capture the $35 trillion held by young professionals and will continue to address their ... |
| | | | While it's not quite a repeat of the Global Financial Crisis, AXA IM's Chris Iggo has warned there may be more problems ahead as investors reconsider their holdings in banks and related assets. AXA IM's chief investment officer said the risk is also ... |
| | | | ... risk. Similarly, the hedging strategy contained in HCRD aims to reduce volatility and capital variability of the bond portfolio. HCRD retains full exposure to the credit component of the portfolio as a primary source of return. BetaShares chief executive ... |
| | | | Hostplus has advocated for the employment of active management strategies to navigate difficult global markets. On the back of announcing it had delivered a positive 1.57% return for its members in its Balanced (MySuper) option for the financial year ... |
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