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