English to Russian Bus/Financial Business/Commerce (general)

Анализ фонд. рынков.

Performance was predominantly driven by our allocations to US and European stock markets. On the fixed income side, *exposure to corporate bonds* also contributed to this overall positive result.

The turnover of this this rebalance is relatively low. The *stock market exposure* was increased slightly compared to fixed income to reflect attractive valuations and positive market sentiment.

В данном отрывке "exposure" имеет разные значения?
В первом случае - "вложения в корпор. облигации", а во втором - риск? или тоже вложения?

Или в обоих случаях - "вложения"?

Спасибо!