World

With the US economy exhibiting higher inflation and interest rates, dynamic duration management is a powerful – and essential – tool for global bond portfolios, according to L&Gs Ben Bennett, head of investment strategy for Asia, and Ian Hutchinson, head of global bond strategies.

Amid growing allocations globally to private markets, the focus has shifted to more transparent and liquid access to assets. The goal is making them more transparent and investable, with recent index innovations by S&P Dow Jones Indices (S&P DJI) a key starting point, says Ari Rajendra, the firm’s head of private markets indices.

In a maturing private markets landscape, being selective counts. European real estate offers renewed opportunities for investors who take a disciplined, sector-specific approach as they eye assets with strong fundamentals and structural growth potential, according to specialists at Principal.