Global Allocation: Beyond the Soft Patch

Volatility is back in a big way. On this episode of the World Financial Podcast, Portfolio Manager, Alessio de Longis, of the OppenheimerFunds Global Allocation and US Dynamic Multifactor strategies rejoins us to help cut through the noise and highlight current tactical positioning. Mutual funds and exchange traded funds are subject to market risk and volatility. Shares may gain or lose value. Non-US investments may be volatile and involve additional expenses and special risks, including currency fluctuations, foreign taxes, regulatory and geopolitical risks. Emerging and developing market investments may be especially volatile. Fixed income investing entails credit and interest rate risks. When interest rates rise, bond prices generally fall. Event-linked securities otherwise known as Cat Bonds are fixed income securities for which the return of principal and interest payment is contingent on the non-occurrence of a trigger event that leads to physical or economic loss. If the trigger event occurs prior to maturity, event-linked securities may lose all or a portion of its principal and additional interest. Diversification does not guarantee profit or protect against loss.
Before investing in any of the Oppenheimer funds, investors should carefully consider a fund’s investment objectives, risks, charges and expenses. Fund prospectuses and summary prospectuses contain this and other information about the funds, and may be obtained by visiting Oppenheimerfunds.com or calling 1.800.CALL OPP (225.5677). Read prospectuses and summary prospectuses carefully before investing. These views represent the opinions of portfolio managers at OppenheimerFunds and are not intended as investment advice or to predict or depict the performance of any investment. These views are as of the publication date, and are subject to change based on subsequent developments. OppenheimerFunds is not undertaking to provide impartial investment advice or to provide advice in a fiduciary capacity. The mention of specific countries, currencies, companies, or sectors does not constitute a recommendation by any particular fund or by OppenheimerFunds, Inc.

On this episode of the World Financial Podcast, Senior Portfolio Managers, Ron Zibelli and Justin Livengood, of the OppenhiemerFunds Discovery and Discovery Midcap Growth strategies explain how they have become students of disruption in the Small and Midcap space. Mutual funds and exchange traded funds are subject to market risk and volatility. Shares may gain or lose value. Foreign investments may be volatile and involve additional expenses and special risks, including currency fluctuations, foreign taxes, regulatory and geopolitical risks. Emerging and developing market investments may be especially volatile. Investments in securities of growth companies may be volatile. Small-sized and Mid-sized company stock is typically more volatile than that of larger company stock. It may take a substantial period of time to realize a gain on an investment in a small-sized and mid-sized company, if any gain is realized at all. Diversification does not guarantee profit or protect against loss. Energy infrastructure companies are subject to risks specific to the industry such as fluctuations in commodity prices, reduced volumes of natural gas or other energy commodities, environmental hazards, changes in the macroeconomic or the regulatory environment or extreme weather. Before investing in any of the Oppenheimer funds, investors should carefully consider a fund’s investment objectives, risks, charges and expenses. Fund prospectuses and summary prospectuses contain this and other information about the funds, and may be obtained by visiting Oppenheimerfunds.com or calling 1.800.CALL OPP (225.5677). Read prospectuses and summary prospectuses carefully before investing. These views represent the opinions of portfolio managers at OppenheimerFunds and are not intended as investment advice or to predict or depict the performance of any investment. These views are as of the publication date, and are subject to change based on subsequent developments. OppenheimerFunds is not undertaking to provide impartial investment advice or to provide advice in a fiduciary capacity. The mention of specific countries, currencies, companies, or sectors does not constitute a recommendation by any particular fund or by OppenheimerFunds, Inc.

Do the recent tariffs imposed on Chinese steel and aluminum matter economically at this part of the cycle? We bring on Turgut Kisinbay, Developed Markets Economist on the OppenheimerFunds Global Debt Team, once again to talk trade and catch up about the global economy, a looming trade war, and recent European elections.
Mutual funds and exchange traded funds are subject to market risk and volatility. Shares may gain or lose value.
Fixed income investing entails credit and interest rate risks. When interest rates rise, bond prices generally fall, and a fund’s share prices can fall. Foreign investments may be volatile and involve additional expenses and special risks, including currency fluctuations, foreign taxes, regulatory and geopolitical risks. Emerging and developing market investments may be especially volatile. Eurozone investments may be subject to volatility and liquidity issues. Value investing involves the risk that undervalued securities may not appreciate as anticipated.
Before investing in any of the Oppenheimer funds, investors should carefully consider a fund’s investment objectives, risks, charges and expenses. Fund prospectuses and summary prospectuses contain this and other information about the funds, and may be obtained by visiting Oppenheimerfunds.com or calling 1.800.CALL OPP (225.5677). Read prospectuses and summary prospectuses carefully before investing. These views represent the opinions of OppenheimerFunds and are not intended as investment advice or to predict or depict the performance of any investment. These views are as of the publication date, and are subject to change based on subsequent developments. OppenheimerFunds is not undertaking to provide impartial investment advice or to provide advice in a fiduciary capacity. The mention of specific countries, currencies, securities, or sectors does not constitute a recommendation on fund or by OppenheimerFunds, Inc.

Hemant Baijal, Senior Portfolio Manager of the Oppenheimer International Bond Fund, has his finger on the pulse of the international bond market. He looks to economies with improving growth potential and for favorable income stories. Join Brian Levitt and Greg Brown in this discussion on adding international fixed income to your portfolio. Mutual funds and exchange traded funds are subject to market risk and volatility. Shares may gain or lose value. Foreign investments may be volatile and involve additional expenses and special risks, including currency fluctuations, foreign taxes, regulatory and geopolitical risks. Emerging and developing market investments may be especially volatile. These risks are magnified in frontier markets. Commodity- linked investments are speculative and have substantial risks, including the loss of principal. Fixed income investing entails credit and interest rate risks. Interest rate risk is the risk that rising interest rates or an expectation of rising interest rates in the near future, will cause the values of a fund's investments to decline. When interest rates rise, bond prices generally fall, and a fund’s share prices can fall. Leverage (borrowing) involves transaction and interest costs on amounts borrowed, which may reduce performance. Each investor's portfolio must be constructed based on the individual's financial resources, investment goals, risk tolerance, investing time frame, tax situation and other relevant factors. OppenheimerFunds does not recommend any specific asset allocations. A financial advisor can suggest an asset allocation strategy designed to meet your financial goals, time horizon and risk tolerance. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns and does not assure a profit or protect against loss. Before investing in any of the Oppenheimer funds, investors should carefully consider a fund’s investment objectives, risks, charges and expenses. Fund prospectuses and summary prospectuses contain this and other information about the funds, and may be obtained by visiting Oppenheimerfunds.com or calling 1.800.CALL OPP (225.5677). Read prospectuses and summary prospectuses carefully before investing. These views represent the opinions of OppenheimerFunds and are not intended as investment advice or to predict or depict the performance of any investment. These views are as of the publication date, and are subject to change based on subsequent developments. OppenheimerFunds is not undertaking to provide impartial investment advice or to provide advice in a fiduciary capacity. The mention of specific countries, currencies, companies, or sectors does not constitute a recommendation by any particular fund or by OppenheimerFunds, Inc.

James Ayer, Portfolio Manager of the Oppenheimer International Equity Fund, is excited about changes abroad. Whether it’s a country improving labor laws or new management, restructuring abroad can unlock dormant potential.

Mutual funds and exchange traded funds are subject to market risk and volatility. Shares may gain or lose value.

Fixed income investing entails credit and interest rate risks. When interest rates rise, bond prices generally fall, and the Fund’s share prices can fall. Foreign investments may be volatile and involve additional expenses and special risks, including currency fluctuations, foreign taxes, regulatory and geopolitical risks. Emerging and developing market investments may be especially volatile. Eurozone investments may be subject to volatility and liquidity issues. Value investing involves the risk that undervalued securities may not appreciate as anticipated. Mid-sized company stock is typically more volatile than that of larger company stock. It may take a substantial period of time to realize a gain on an investment in a mid-sized company, if any gain is realized at all.

Before investing in any of the Oppenheimer funds, investors should carefully consider a fund’s investment objectives, risks, charges and expenses. Fund prospectuses and summary prospectuses contain this and other information about the funds, and may be obtained by visiting Oppenheimerfunds.com or calling 1.800.CALL OPP (225.5677). Read prospectuses and summary prospectuses carefully before investing

These views represent the opinions of OppenheimerFunds and are not intended as investment advice or to predict or depict the performance of any investment. These views are as of the publication date, and are subject to change based on subsequent developments.

As of 1/31/18, holdings of Airbus, Danone, Pernot Ricard, and Sony are 2.28, 1.95, 1.35, and 2.45 percent, respectively, in the OppenheimerFunds International Equity fund, and the mention of such companies are in no way a recommendation by OppenheimerFunds, Inc.

OppenheimerFunds is not undertaking to provide impartial investment advice or to provide advice in a fiduciary capacity.

The mention of specific countries, currencies, companies, or

CIO George Evans discusses recent excitement about investing abroad and his take on the themes driving growth. Mutual funds and exchange traded funds are subject to market risk and volatility. Shares may gain or lose value. Foreign investments may be volatile and involve additional expenses and special risks, including currency fluctuations, foreign taxes, regulatory and geopolitical risks. Before investing in any of the Oppenheimer funds, investors should carefully consider a fund’s investment objectives, risks, charges and expenses. Fund prospectuses and summary prospectuses contain this and other information about the funds, and may be obtained by visiting Oppenheimerfunds.com or calling 1.800.CALL OPP (225.5677). Read prospectuses and summary prospectuses carefully before investing
These views represent the opinions of OppenheimerFunds and are not intended as investment advice or to predict or depict the performance of any investment. These views are as of the publication date, and are subject to change based on subsequent developments. As of 12/31/17, holdings of Unilever, Hermes, Dollarama, Inc., LVMH Moet Hennessy Louis Vuitton, and Heineken NV are .79, 1.14, 1.46, 1.35, and 1.31 percent, respectively, in the OppenheimerFunds International Growth fund, and the mention of such companies are in no way a recommendation by OppenheimerFunds, Inc. OppenheimerFunds is not undertaking to provide impartial investment advice or to provide advice in a fiduciary capacity. The mention of specific countries, currencies, companies, or sectors does not constitute a recommendation by any particular fund or by OppenheimerFunds, Inc.