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RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

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Categories
Addressing uncertainty with flexible asset allocation
Chris Anast
Senior Retirement Strategist
Andrew Bates
Multi-Asset Strategist

 


In an era of low rates, how can institutional investors meet their return objectives without taking on too much risk? Senior retirement strategist Chris Anast and multi-asset strategist Andrew Bates explain why a more dynamic, flexible approach to asset allocation could help address this challenge.

Key takeaways:

  • In a low-rate environment, traditional safe-haven assets may provide less diversification and upside potential in equity-market declines. 

  • Fixed income strategies that make greater use of duration and yield curve positioning can help investors seek strong returns with meaningful diversification.

  • To help meet return targets, consider equity strategies that give managers the flexibility to pursue their best investment ideas across geographic borders. 

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Chris Anast is a senior retirement strategist with 24 years of industry experience (as of 12/31/2022). He holds a bachelor's degree in finance from the University of Florida. 

Andrew Bates is a multi-asset strategist with 15 years of industry experience (as of 12/31/2022). He holds an MBA from the University of California, Berkeley Haas School of Business.

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