Are multi-asset portfolios set for a shake up?
Questions around whether bonds offer the same protection against market shocks
Questions around whether bonds offer the same protection against market shocks
Advisers say investors with a long-term outlook should look to bonds
Investors may have to wait until 2025 for a return to pre-pandemic levels
And which assets will be most affected?
Geopolitics, structural change and the vaccine rollout will have varying impacts
‘Government bonds, in theory a port in a storm, have provided no shelter’
60/40 portfolios ‘will not serve’ clients well in this ‘era of record low yields’
But it may not be the best option for NRIs
‘Now more than ever, investors must focus on diversification’
There is a strong focus on buying undervalued bonds, and the team are prepared to go against market consensus in order to follow their investment philosophy. Watch the Talking Factsheet for the Baillie Gifford Strategic Bond fund with Eduardo Sanchez, Senior Investment Research Analyst.
A flexible fund investing across emerging bond markets. Watch the Talking Factsheet for the M&G Emerging Markets Bond fund with Eduardo Sanchez, Senior Investment Research Analyst.
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