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Ahead of the Curve: From divergence to convergence?
This article was produced by Capital Group without involvement from the Top1000funds.com editorial team.
Leng OhlssonMay 20, 2025
The latest
InFocus
TAA critical to adding value over the next six to 18 months
After several painful years, geographical diversification is finally working and will continue to work, at least in the short term, with increasing signs of a valuation advantage for non-US stocks and bonds, according to T. Rowe Price’s Sébastien Page. He says it's time to make use of tactical asset allocation.
Leng OhlssonMay 13, 2025
Featured Story
Geopolitical volatility and portfolio resilience
Just days after US president Donald Trump announced sweeping tariffs on "Liberation Day", an influential group of global pension funds and investment managers, gathered at a Top1000funds.com roundtable at London’s Rosewood Hotel to discuss the current economic and geopolitical landscape, and the possibility of a lost decade of real returns.
Leng OhlssonApril 30, 2025
InFocus
Combating geopolitical and economic headwinds by going global in fixed income
Growing economic and geopolitical uncertainty, amidst volatile trade policies and turbulent foreign relations, requires asset owners to rethink their core fixed income allocation and take a more global view to beef up the resilience and robustness of their broader portfolio.
Leng OhlssonApril 14, 2025
Investor Profile
Looking beyond the confines of geography in global investing
A growing number of asset owners are looking to decrease their allocation to equities, citing elevated risk, based on findings from the 2025 CIO Sentiment Survey, a collaboration between Top1000funds.com and Deloitte management consultancy, Casey Quirk.
Leng OhlssonMarch 11, 2025