Balanced Strategies
U.S. Balanced Strategy
What It Is, Why It Works, and Why It’s Different
Payden & Rygel’s U.S. Balanced Strategy helps investors pursue long-term growth and capital preservation through a diversified allocation to U.S. stocks, bonds, and cash. Designed for clients seeking a more measured approach to wealth accumulation, the strategy blends rigorous economic analysis with disciplined portfolio construction to navigate market cycles.
Our approach is highly adaptable. We tailor allocations to client objectives, using a mix of fundamental research, relative valuation analysis, and an assessment of technical/market conditions. The result: an efficient multi-asset strategy that strives to manage volatility and deliver consistent returns over time.
Explore this strategy through a dedicated Separately Managed Account tailored to your objectives.
How Payden’s Balanced Strategy Fits into the Broader Definition
Below, we break down how our approach helps clients meet key financial goals:
Strategic Asset Allocation
A blend of equities, fixed income, and cash calibrated to client return/risk preferences. Asset classes are selected for both return potential and complementary behavior.
Fundamental and Quantitative Discipline
Equity and bond selections are determined by macroeconomic analysis, valuation models, asset flows, and technical factors, blending art and science in decision-making.
Active Rebalancing & Tactical Adjustments
While grounded in strategic allocation, we tactically adjust based on shifting conditions. This includes over/under-weighting sectors or asset classes based on opportunity and risk.
Diversification Across Market Conditions
We emphasize diversification by combining low-correlation assets to improve risk-adjusted returns.
Tailored Mandates
Mandates can be structured for absolute return or relative return objectives, depending on the investor’s goals. Customization is key, from benchmark selection to portfolio tilt.
Global Balanced Strategy
A Global Perspective on Multi-Asset Investing
Payden & Rygel’s Global Balanced Strategy expands the balanced framework across borders. With access to international equities, sovereign and corporate debt, and global cash equivalents, this strategy is designed to help investors meet long-term goals while managing currency, regional, and geopolitical risks.
Strategic allocation is informed by country-specific macro research and correlation analysis, while futures may be used to tactically adjust exposure
It’s a globally aware, risk-conscious approach for clients seeking broader diversification with purpose.
Explore more of our strategies
Fixed Income Strategies
Fixed income strategies focused on global bond markets, supported by research-driven analysis and active risk management.
Equity Income Strategy
An equity strategy designed for risk-focused investors seeking income and long-term price appreciation.
Discover what’s possible
See how our investment approach supports your objectives across market cycles.
Investment in foreign securities entails certain risks from investing in domestic securities, including changes in exchange rates, political changes, differences in reporting standards, and, for emerging market securities, higher volatility. Investing in high-yield securities entails certain risks from investing in investment grade securities, including higher volatility, greater credit risk, and the issues’ more speculative nature. The value of fixed income portfolios will rise and fall due to changes in interest rates and other economic factors. Investment portfolios could lose principal.