Money and Me: From Cash Kings to Smart Allocators – Morningstar’s Best Fund Bets Now
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Money and Me: From Cash Kings to Smart Allocators – Morningstar’s Best Fund Bets Now
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Cash is no longer king — but where can discerning investors redeploy with confidence?
Hosted by Michelle Martin, this episode explores Morningstar’s high-conviction fund strategies for a world pivoting to rate cuts. Germaine Share, Director of Manager Research, Asia, unpacks fixed income favorites like PineBridge Asia Pacific Investment Grade Bond Fund, global equity picks such as Fidelity Global Dividend Fund, and multi-asset income approaches.
We explore how Morningstar evaluates these funds for resilience, growth, and income sustainability. Gain insights into asset allocation strategies that navigate volatility while staying ahead of global monetary shifts.
If you seek to protect and grow your portfolio in an evolving rate environment, this episode is a must-listen.
Hear more on the picks that include Multi-Asset Income Funds and Global Dividend Bonds Funds.
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