4 results found

Nearly every investor is confronting the challenge of how to invest in a low growth, low return environment. Investors must rethink portfolio construction.

Divergences in global economic and policy outcomes have important implications for markets around the world. This policy divergence has directly influenced asset prices across the globe with implications for stocks, bonds and currency markets.

This paper and presentation argue that the bond market can offer compensation against rising rates through roll down and active management of forwards.

It is time for investors to reorient their thinking about bond allocations and the investment strategies that drive them. In this environment, bond investors will need to adapt if they hope to prosper.