Continued market volatility around the world has kept the focus on effective portfolio management. We continue to believe that investors should take profits where appropriate and recalibrate portfolios for challenges ahead.
This new CIO Special report discusses portfolio management techniques in the current environment, the macro backdrop and the implications for intra-asset class preferences.
Asset allocation remains the guiding principle: tactical shifts and portfolio rebalancing are key components.
Consider reducing tactical equities exposure and fully aligning holdings with long-term priorities.
Fixed income investing needs to be selective, with preferences likely to vary by region.
Download this CIO Insights Special as a pdf here.