Balanced
Balanced products combine a mixture of equities, fixed income products and cash to create a balanced portfolio. Balanced products operate at the domestic, international and global level.
Over the last decade many market professionals have argued that balanced products are the dinosaurs of portfolio management and will soon be history. They claimed that special asset class mandates would replace the “antique” balanced approach. However, recent market developments have proven that active asset allocation can add value to client portfolios. Balanced products have returned to the limelight in Europe.