Over its 27-year history, the Global Allocation Fund has delivered returns in excess of global stocks and bonds with one-third less volatility than global stocks.* Hear from Dennis Stattman on how the fund has stayed true to its mandate over these many years.
Leading indicators suggest positive growth momentum will continue, but investor sentiment is already high and markets look expensive. Could expectations be exceeding the market’s potential? Learn more.
Compared to early 2016, investor concerns today have shifted from deflation to inflation and there is more optimism about growth. Portfolio managers Dennis Stattman and Russ Koesterich discuss how 2017 may be different.
The Global Allocation Fund can act as a core holding or a satellite position, offering investors’ instant diversification. Hear from Dennis Stattman on how to use Global Allocation Fund in a portfolio.
2016 was a tale of two different markets. Portfolio managers Dennis Stattman and Russ Koesterich discuss how the year started with fears of global recession and rippling deflation, and ended with an optimism for global economy.