LTCMA Time Frame
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Using model portfolio analytics, this paper considers the right size, and the role an enhanced allocation to real assets can play in portfolios during various stages of the pension life cycle.
While tariffs remain a concern, the key issue is the degree���which we deem moderate���of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
Helping clients build better portfolios
NEST announced today (15 May) that it has awarded a high yield bond mandate to J.P.Morgan Asset Management to further diversify members��� portfolios and offer attractive returns in an otherwise low-yielding fixed income environment.