Four graphs explaining... multi-asset

Four experts write

In this month’s ‘Four graphs explaining’ our experts consider multi-asset strategies.

A fund manager, multi-asset manager, fund picker and economist each picked a graph to show the difficulties and benefits of investing in this asset class amid a new market cycle and shifting trends within this part of the market.   Equity/bond correlation (y axis) versus inflation (x axis) Baylee Wakefield, multi-asset fund manager, Aviva With central banks actively trying to create a growth slowdown, rather than reacting to one, the relationship between fixed income and risk assets has flipped. Over the last 20 years the growth cycle and growth-sensitive assets have driven rates...