Traditional mortgage mutual funds tend to focus on a narrow set of opportunities and perform in line with traditional bond markets. Dan Hyman, portfolio manager of the PIMCO Mortgage Opportunities Fund, looks for opportunities across the broader securitized mortgage market, including Agency and non-Agency, residential and commercial and U.S. and

Having a broad global investment opportunity set provides diversification and the ability to uncover the best investment ideas around the world, as global markets rarely move in lockstep. Charles Shriver explains how the T. Rowe Price Global Allocation Fund draws on the top investment ideas from the firm’s more than

Achieving capital appreciation while preserving capital is a balancing task that is never easy to perform. Although it is not necessarily a predictor of future performance, technical analysis can help identify patterns that may in turn create profit opportunities. Joe Barrato, portfolio manager of the Arrow DWA Tactical Fund, employs

As economic cycles impact corporate earnings and stock valuations, stable and established companies are the most likely candidates to deliver even in tougher economic times. At the helm of the Marsico Flexible Capital Fund, Jordon Laycob and Munish Malhotra complement their concentrated portfolio of growth companies with a dynamic exposure

Portfolios that are not properly diversified between stocks and bonds are likely to suffer from extended periods of sub-par or even negative returns. Douglas Coté and Karyn Cavanaugh, portfolio managers of the Voya Global Perspectives Fund, adhere to this principle by varying the allocation between the two asset classes based

Although many mutual funds use options, few products, including both retail and institutional, harness index options as their primary source of returns. Stephen Bond-Nelson, portfolio manager of the AllianzGI Structured Return Fund, highlights the team’s absolute return strategy, built around the index option market and designed to generate consistent returns

Whilst offering potential higher returns, emerging markets tend to be more volatile than their developed counterparts. Matthew Michael explains how the Schroder Absolute Return EMD and Currency Fund utilizes an absolute return strategy, driven by active country selection to get the best returns on offer from such a broad and

While the value of trend following has long been recognized, a well-structured and disciplined approach to investing in trends has the potential to generate returns that are not correlated to broader market indices. For the Credit Suisse Managed Futures Strategy Fund, portfolio managers Yung-Shin Kung and Sheel Dhande look for

In the course of an economic cycle, fixed-income securities can have strong mean reversing tendencies. Although interest rates, the shape of the yield curve, and sector spreads tend to move around, they eventually migrate to an average level over the cycle. Stephen Kane, portfolio manager of the MetWest Unconstrained Bond

With interest rates so low and likely to go higher, investors are exposed to a dramatically different return outcome over the next ten years compared to the previous decade. Brad Thompson, portfolio manager of the Stadion Alternative Income Fund, relies on dividend income from select companies in the S&P 500