From Wall Street’s point of view, 2024 is not the right time to operate on autopilot – investors should choose positions in the market wisely, paying special attention to actively managed funds.
Strategists expect challenging times for the markets. Geopolitical tensions continue, China is trying to revive its economy, and the Federal Reserve’s next steps on interest rates are still under debate. The question of whether the US will experience a recession also remains relevant.
BlackRock Jean Boivin, head of the Investment Institute, said in a recent statement that investors need to be more focused on portfolio performance, so BlackRock prefer an active strategy for both bonds and stocks next year, reports Barron’s.
In order to find actively managed funds that could be reasonably good investments, US large-cap funds with the largest active shares were evaluated, a measure used to measure how much a fund deviates from its index.
Of course, differentiation does not necessarily mean strong performance, so funds that have outperformed two-thirds of their peers over a 3- and 5-year period were also analyzed.
Evaluating these data, analysts recommend 9 actively managed funds with assets of at least 500 million. dollar. One downside to active funds is that they can be expensive.
2023-12-12 08:41:22
#actively #managed #funds #analysts #recommend
