The Big Question: What are the best diversifiers for investors today? Part II

Managers reveal their choices for the market

clock • 8 min read

Following on from last week's Big Question, another ten industry leaders and commentators give their thoughts on which diversifiers are attractive and how they are using them. Compiled by Lauren Mason

Guillaume Paillat, multi-asset fund manager at Aviva Investors Inflation-linked bonds and cash  The traditional role of duration as a diversifier in a multi-asset portfolio will remain challenged, as interest rates keep rising from historically low levels and inflation pressures continue to build.  In fixed income, we prefer to focus on curve strategies and inflation-linked securities as alternative sources of diversification. Holding money in cash rather than bonds should also be a better source of diversification.  Finally, it is prudent to consider adding alternative strateg...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on UK

Bank of England rate setter Ramsden warns of 'concerning developments' in UK labour market
UK

Bank of England rate setter Ramsden warns of 'concerning developments' in UK labour market

'Increased uncertainty' of inflation

Linus Uhlig
clock 28 February 2025 • 2 min read
Trump signals 25% tariffs on EU coming 'very soon'
UK

Trump signals 25% tariffs on EU coming 'very soon'

During first cabinet meeting

Cristian Angeloni
clock 27 February 2025 • 2 min read
UK companies to benefit from Starmer's increased defence spending
UK

UK companies to benefit from Starmer's increased defence spending

BAE Systems the ‘obvious example’

Sorin Dojan
clock 26 February 2025 • 3 min read
Trustpilot