Institutional investors are facing tough choices about their allocation choice amid a trade war launched by U.S. President Donald Trump, says Dustin Reid, vice-president and chief strategist of fixed income at Mackenzie Investments. “I think there’s a broad theme in the market, . . . that some of the things that have happened tariff-wise or […]
Home-country bias is a conversation that ebbs and flows, with U.S. investment returns since the 2008/09 financial crisis reigniting the conversation, said Jon Knowles, institutional portfolio manager in global asset allocation at Fidelity Investments. However, it’s important to ask how to appropriately deal with home-country bias against a backdrop where one market and limited diversification […]