The Dutch pension giant is moving away from public markets priced for perfection while adapting to an era where government bonds no longer adequately hedge equity risk during inflationary periods.
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In partnership with L&G Asset Management
In a fluctuating and, frankly, precarious US macro environment, investors are rethinking where in the fixed income landscape to allocate. With diversification essential, we believe US securitised assets and subordinated bank debt offer key opportunities for asset allocators in Asia, say L&G’s Ben Bennett, head of investment strategy for Asia, and Jason Shoup, global co-head of fixed income.
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