Are bonds set for a new dawn in multi-asset portfolios?
They ‘conspicuously failed to provide diversification benefits’ in 2022
They ‘conspicuously failed to provide diversification benefits’ in 2022
As Morningstar warns investors on their trade-offs
But it is overweight in bonds, cash and alternative assets
They tend to be more highly correlated with equities and high yield bonds
This follows the regulator publishing an engagement paper on non-equity securities
To create a more ‘diverse fund management sector for the benefit of the end investor’
Fidelity International portfolio manager on fixed income outlook, positioning and investment opportunities
Economic indicators and structural shifts suggest investors should prepare for this issue
Firms will ‘need to act to mitigate the effects of an inflationary environment’
Liontrust’s John Husselbee says he is ‘more positive, albeit cautious, for the year ahead’
Market is ‘not all doom and gloom’ despite challenges
To allow Brits to buy and sell US equities, bonds, and options