The (Re)balancing Act

A disciplined approach to aligning assets with long-term objectives

June 2020

“Should we or shouldn’t we?” This was a critical rebalancing question many managers asked as they faced a sharp market downturn during the COVID-19 pandemic.

As we approach another decision point at the end of the second quarter, we review how investors re-allocated assets and the results they achieved in the first quarter to better understand the long-term importance of a disciplined rebalancing strategy.

SEE WHAT WE LEARNED