Alistair Sayer, Client Portfolio Manager, considers why investors’ need for real diversification in their portfolios could be a long-term driver of demand for liquid alternatives as they seek to manage inflation and rising rates.
Jay Sivapalan, Head of Australian Fixed Interest, discusses the challenging market conditions experienced in the first half of 2022, his outlook for the period ahead and the investment strategies being employed by the team.
Supporting actors don’t usually steal the show, but quantitative tightening has a disruptive reputation.
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