Diversifier Strategies

How diversifier strategies distinctively contribute to traditional stock and bond portfolios.

Diversifier strategies seek to strengthen portfolios by functioning as a separate asset class, distinct from stocks and bonds. They target differentiated risk-reward profiles, attempting to support portfolios when traditional assets are stressed. Because of their unique role, diversifiers do not always perform in lock step with other investments.

No strategy works all the time, and prudent risk management often means not every investment should be moving in the same direction at the same time. A blend of alternatives with stocks and bonds can potentially extend the risk-management benefits associated with traditional asset class diversification. Over the long run, diversifier strategies have tended to provide investors with reasonable returns as well as attractive risk-management benefits, making them suitable for many types of portfolios.

Tactical High Yield: A Rising-Rate Solution for Pension Funds

Inflation puts investment grade bond portfolios at risk, especially when interest rates are already low. Tactical trend following in high yield credit has potential to capitalize on high yield’s historical resilience in rising rate environments, while managing the downside associated with added credit risk.

Related Perspectives

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Need a Fixed Income Boost?

Investors that seek to boost investment income might consider tactical high yield strategies, as they have historically offered attractive cash flows and a strong risk-reward

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One for the TINAs

One For the TINAs

We have information for investors who are rightly skeptical of today’s bond market and tilting their portfolios toward stocks. What we’re offering is unconventional, and

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Related Research

The Portfolio-Driven Disposition Effect

In simple univariate tests, the disposition effect for a stock nearly disappears if the portfolio is at a gain. We find a large disposition effect when the portfolio is at a loss. The portfolio-driven disposition effect that we document is not explained by extreme returns, portfolio rebalancing, simultaneous transactions, or

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Important Risk Information


Investments cannot be made in an index. Unmanaged index returns do not reflect any fees, expenses or sales charges. Past performance is no guarantee of future results.

© 2021 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

5516-NLD-09/01/2021

 

 

 

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