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The Value of RAE Fundamental in Today’s Markets

RAE Fundamental Portfolio Managers Rob Arnott and Chris Brightman explain why systematic active strategies may be poised to benefit from the nascent shift from growth to value – and the challenges of traditional active stock picking.

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Investment Strategies

Anchoring Portfolios: Is Now the Time to Choose Core Bonds?

Anchoring Portfolios: Is Now the Time to Choose Core Bonds?

In today’s late-cycle environment where volatility is rising and valuations are stretched, investors should consider increasing their allocation to core bonds. Fixed Income Strategist, Anmol Sinha explains the potential benefits of investing in core bonds, including why they have a higher return expectation now than in recent years and the diversification they may offer in times of greater market stress.

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