Why a Balanced Approach Matters More in 2026

Описание: The Matco Balanced Fund delivered a robust calendar year return of 15.1% in 2025, supported by a diversified mix of income and capital growth. This video breaks down how active portfolio adjustments—specifically reducing income exposure to buy global equities during the April pullback—drove performance.

We also outline our asset allocation strategy heading into 2026 as we navigate geopolitical tension and changing trade relations.

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