Investment Education

Investment Education Resources

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Allocating across a broad range of global sectors and asset classes can help enhance return potential and moderate overall portfolio volatility. Learn about our risk-factor-based approach to asset allocation and the factors that investors should consider when deciding where to invest.

The Benefits of Staying Invested

Investors are more likely to reach their long-term goals if they remain invested and avoid short-term decisions that may take them off course.

Risk factor diversification

Learn about risk factors and the benefits of applying risk factor-based diversification to your portfolio.

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Bonds offer the potential for regular income, preservation of capital and portfolio diversification, and can also serve as a hedge against riskier asset classes, particularly in times of economic uncertainty. Learn about the benefits of a diversified global bond portfolio and the broad array of sectors from which investors can choose.

Understanding premium municipal bonds

Municipal bonds priced at a premium often provide the same return as par bonds that have the same credit quality and structure – with the added benefit of higher cash flows and lower market volatility.

Putting bonds to work

An overview of the potential benefits of bonds, including income, diversification, price appreciation and steadier returns.

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Complementary asset classes and investment strategies can potentially provide an overall risk and reward balance in a portfolio over the long term. Explore these select topics to learn more about the ever-expanding range of investment choices available today.

Managed Futures Strategies: Inside the “Black Box”

Momentum, trend-following, managed futures - are terms that can seem intimidating and opaque for many investors. But, while these types of investment strategies may be less familiar than traditional strategies, they can be quite intuitive and offer attractive diversification and return potential that is worth getting to know.

The Benefits of Staying Invested

Investors are more likely to reach their long-term goals if they remain invested and avoid short-term decisions that may take them off course.

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Understanding the impact that volatility and severe market shocks can have on long-term returns, and planning accordingly, should be an important consideration in investment decision-making. Learn how investors can proactively guard their portfolios against these risks and their potentially disastrous outcomes.

Risk factor diversification

Learn about risk factors and the benefits of applying risk factor-based diversification to your portfolio.

Understanding Tail Risk

Learn about “tail risk” and how portfolios can be managed to minimize losses without curtailing growth.

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Over time, inflation erodes investment returns and reduces the purchasing power of savings, posing a significant threat to long-term financial goals. Inflation can also spike unexpectedly, defying the predictions of even the most seasoned professionals. Learn about the historical impact of inflation and ways investors can hedge their portfolios against this threat.

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Bonds for Income

Bonds can offer attractive growth at an acceptable level of risk.