Rates, regulation and redistribution are all increasing. Are investors entering a new regime of higher inflation and volatility? What impact does this environment have on valuations, particularly as central banks reduce their influence? What investment style is most conducive to this market regime?
Speakers:Atul Lele, Portfolio strategist, Bridgewater Associates
Chair: Colin Tate AM, Chief executive, Conexus Financial
Investor response: Brad Bugg, Head of multi-asset portfolio management, Morningstar [vc_empty_space height=”10px”]Further readingEngaging for a greener future[vc_empty_space height=”10px”]Poll result
Fiduciary capital has a role to play in international relations and in preserving sovereignty. Returns to members can be sacrificed where it is in the national interest.
When asset classes fall in sync, as bonds and equities did in 2008 and 2020, investors seek new uncorrelated assets to truly diversify their portfolios, say fund managers.
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