GMAG Monthly: Taking Some Risk Off the Table
Signs of slowing global growth and high valuations prompted a downshift in portfolio risk.
July 27, 2017
The strategy seeks to achieve attractive total returns without taking undue risk by dynamically allocating across a variety of asset classes with a short-to-medium term horizon.
We take an approach that is solely focused on top-down asset allocation to potentially exploit total return opportunities and mitigate risks across asset classes, geographies, currencies and styles. Our proprietary macro, risk and market research provides complementary perspectives across markets and drives our outlook and risk posture, in addition to uncovering relative value opportunities.
For a suite of investment vehicles beyond mutual funds, please visit OFIglobal.com. OFI Global Asset Management™, an OppenheimerFunds company, delivers the firm’s investment expertise and solutions to institutional and high-net worth investors.
Mark Hamilton is the head of the Global Multi-Asset Group, leading the Firm’s efforts in designing and implementing multi-asset products and solutions. Mark is a portfolio manager of the Global Allocation, Global Multi-Alternatives, Global Multi-Asset Income, Global Multi-Asset Growth and Portfolio Series strategies.
Dokyoung Lee, CFA, serves as a portfolio manager and director of Research for the Global Multi-Asset Group. He is a portfolio manager of Oppenheimer Global Allocation Fund, Oppenheimer Global Multi-Asset Income Fund, Oppenheimer Global Multi-Asset Growth Fund, Oppenheimer Global Multi-Alternatives Fund and the Oppenheimer Portfolio Series funds.
Ben Rockmuller, CFA, is a senior portfolio manager of Oppenheimer Global Allocation Fund, Oppenheimer Global Multi-Alternatives Fund, Oppenheimer Global Multi-Asset Income Fund and Oppenheimer Global Multi-Asset Growth Fund.
Alessio de Longis, CFA, is a portfolio manager for the Global Multi-Asset Group (GMAG), which he joined in October 2013. Additionally, Mr. de Longis leads the group’s macro strategy, focusing on business cycle dynamics, global macro regimes, and their impact on asset class risks and returns, and manages and oversees active currency strategies in GMAG’s funds.