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Investing Ideas
Allocating to multi-asset income
Why and how dynamic income strategies can add value in the investment mix.
Key Takeaways
- Investing in multiple income-producing asset classes may help investors approach equity-like returns over time while producing a level of base income and a potential buffer against equity declines.
- Multi-asset income investment strategies that employ dynamic asset allocation offer the potential for managers to adjust asset class weightings based on market conditions, resulting in potential alpha generation above a 50-50 mix of stocks and bonds.
- Advisors might consider multi-asset income either a “balanced plus” asset class, or a tactical income fund that can help investors reach specific income goals.
- Multi-asset income strategies may help investors decrease their exposure to cyclical sectors and specific growth stocks compared with a traditional balanced fund linked to the S&P 500 index.
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Allocating to multi-asset income
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Diversification does not ensure a profit or guarantee against a loss.
This content contains statements that are "forward-looking statements," which are based upon certain assumptions of future events. Actual events are difficult to predict and may differ from those assumed. There can be no assurance that forward-looking statements will materialize, or that actual results will not be materially different from those presented.
Information presented herein is for discussion and illustrative purposes only and is not a recommendation or an offer or a solicitation to buy or sell any securities. Views expressed are as of the date indicated, based on the information available at that time, and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the authors and not necessarily those of Fidelity Investments or its affiliates. Fidelity does not assume any duty to update any of the information.
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