What lies ahead for income investors?
For those that invest with the aim of generating an income, the last year provided a unique set of challenges.
Asset-Allocation
A sunny sky, any clouds around? -Second Part
The economic outlook is bright enough to warrant a pro risk investment stance. Our overweight equities/ underweight duration seems consistent with a firming of global growth and an unwinding of prior deflation fear.
Natixis Asset Allocation Strategy
Passive and active investments should be used in the same strategy.
Equities are a real asset class
Don’t forget equities are a real asset class, and ultimately they are likely to benefit from a reflation regime
Opportunities in high yield: What makes the global high-yield asset class an attractive longterm investment?
Since 1987, the high yield sector has generally produced healthy risk-adjusted returns, striking a good balance between return and risk. With almost 30 years of proof of concept, the US high yield sector (as represented by the BofA Merrill Lynch US High Yield Constrained Index) has provided over 80% of the upside and less than 60% of the downside when compared to equities (as represented by the S&P 500 Index).B As such, high yield remains a strong diversifier within an investor’s portfolio for those who can tolerate the risk. When we consider the expanded opportunity set in the global high-yield market, we think an investor can gain considerable advantages.
Structured return for all market conditions (by Allianz GI)
Allianz Global Investors has brought a volatility-focused absolute return fund to the Swiss market.