Time to Read: 4 mins
Hear directly from our investment specialists on a quarterly update of the below funds, covering the market outlook, macroeconomic insights, how these trends relate to the fund’s strategy and a review of the fund’s performance and recent positioning updates from the previous quarter.
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BNY Investments Newton Portfolio Manager and Quantitative Analyst Paul Byrne explores how active, volatility-managed portfolios can help investors navigate today’s market risks.
Absolute return bond strategies aim to deliver steadier outcomes by prioritising capital preservation and actively managing volatility. This approach offers investors a potentially more resilient way to navigate uncertain markets, writes Shaun Casey, senior portfolio manager at Insight Investment.
Fixed Income isn’t just defensive—it can be essential to offsetting equity risk. From historically high valuations to a potential recession and rising interest rates, we illustrate the buffer bonds can provide. We believe fixed income plays a vital role in mitigating these six core challenges investors face.
Equity volatility is rising, but all is not what it seems. The technology sector is weighing on the S&P 500 while value and cyclical stocks lead. A market rotation is underway as many investors begin to favor companies beyond tech.
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