Four strategies for a world of uncertainty
Numerous risks to global growth continue to challenge investors around the world, even as equity and bond markets evolve under new regulations, macroeconomic pressures, and complex geopolitical realities. In this paper, we make the case that the many uncertainties of today need not reduce investors to inaction. We believe there are ways to maneuver in today’s markets that can help investors move toward a better future.
Putnam suggests a variety of approaches that financial advisors and their clients can take to actively respond to today’s markets, better manage risk, and actually seize opportunities that current market turmoil may be masking. We divide these approaches into four basic challenges and actions to consider.
Each category speaks directly to specific market segments that have been transformed by interventionist central bank policy and macroeconomic uncertainties in the years since the financial crisis. Taken together, these categories cover a broad spectrum of asset classes and strategies, ranging from short-term fixed income and multi-sector to new allocation and absolute return approaches. As detailed elsewhere, Putnam promotes specific fund solutions for advisors and investors to consider in the context of their portfolios.
Driven by research insights, our strategies address key challenges facing investors today.
Look beyond common benchmarks and traditional core bond strategies.
Consider new possibilities as a response to changing money market regulations.
Apply all modern tools including asset and risk allocation and absolute return strategies.
Embrace active selection strategies and focus on the factors that can sustain profit growth.
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