Inflation fears spooked investors earlier this year and continue to weigh on their minds as resurgent economic activity pushes up prices, yet evidence suggests the inflation pick-up is transitory.
David Elms, Head of Diversified Alternatives at Janus Henderson Investors, says that 2020 presented a volatility opportunity for those who were ready for it. In the following Q&A, he shares some strategies for risk-adjusted returns over time - from truly diversified sources – and talks about the biggest risks he sees in the markets today.
How does one diversify a portfolio amid growing correlation between bonds and equities?
Hamish Chamberlayne, head of sustainable and responsible investment (SRI) and portfolio manager, discusses the key trends guiding his investment decisions and major themes his team is watching out for.
Companies worldwide are suspending shareholder payouts amid the Covid-19 outbreak. How worried should institutional investors be about the situation in Asia?