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.
Global Head of Fixed Income Jim Cielinski explains why he believes positioning portfolios for a downturn feels prudent and investors should resist the temptation to add credit risk too early, but a dovish pivot should not be overlooked.
High stock-bond correlations call into question the diversification potential of the traditional 60/40 portfolio strategy.
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