.July 29, 2024 03:51:21 AM

As summer approaches, investors are looking to optimize portfolios for maximum carry. UBS analysts provide insights on strategic reallocation to enhance returns. Challenges in the current market include rising interest rates and economic slowdown, prompting experts to advise reducing exposure to risky assets like European HY bonds and credit default swaps. Strategies for enhanced carry include maintaining long HY positions, increasing allocation to US IG bonds, and cautiously re-entering EM at benchmark weight. FMP offers data tools for informed investment decisions, empowering investors to make strategic portfolio adjustments. Remember, personalized guidance from a financial advisor is key.