The economic outlook looks positive and bonds are well positioned for strong, long-term performance, compensating investors for risk, explains Robert Tipp, chief investment strategist at PGIM Fixed Income.
With traditional approaches to portfolio diversification now less able to protect investors than in the past, multi-asset specialist Asbjørn Trolle Hansen of Nordea Asset Management says stable/low-risk equities have a higher role to play, including against inflation risk.
Fund re-domiciliation has become increasingly popular recently as fund managers look for ways to adapt to and comply with changing regulations and investor preferences.
Mamdouh Medhat PhD, a senior researcher at Dimensional Fund Advisors, considers whether corporate bonds have a place in a portfolio that already holds government bonds and equities.
Fund finance is entering an era of change. Recent market volatility is symptomatic of a global economic shift, with inflation rising to levels not seen in a generation and higher interest rates. At the same time, the sustainability agenda is becoming ever more urgent, both for our environment and for financing itself. Writes Simon Watkins.
With bubbles starting to pop, the time has come to re-evaluate and re-engage with traditional ideas such as fundamentals and risk management, says Patrick Ghali, of Sussex Partners.
