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Capital preservation

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Growth Total return Asset allocation iStrat Equity Fixed income Multi-asset Alternatives Diversification Income Capital preservation Strategic allocation Outlook iStrat program Article
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Why income-seeking investors need to look across asset classes

Income plays an even more crucial role in portfolios than many of us realise, contributing a significant portion of returns for multi-asset portfolios. But with cash rates at around 5%, the world of income has changed. This should prompt investors to take a fresh look across asset classes to see where opportunities lie. 

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Article
2024-12-31
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Economic cycle Investment grade Credit Multi-Sector Credit Fixed income Americas Market commentary Macro Capital preservation Fixed income program Quick Take
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Securitized debt: Strategies for navigating emerging cracks in consumers’ financial health

Our expert highlights reasons for deteriorating consumer financial health and explores strategies for mitigating risk in securitized asset-backed securities.

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By

Kyra Fecteau, CFA

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Quick Take
2024-11-15
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Volatility Utilities Capital preservation Equity Energy Article
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Mitigating drawdowns with listed infrastructure
As markets enter a potentially more volatile phase, Tom Levering and Ken Baumgartner explore whether targeted exposure to listed infrastructure could help mitigate drawdowns.
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By

Ken Baumgartner, CFA

Tom Levering

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Article
2023-02-28
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