A capital allocator’s dilemma in a zero-yield world with higher inflation is how to construct a robust, balanced portfolio that can also withstand equity-market sell-offs.
Speakers:Aron Pataki, Portfolio manager, Newton Investment Management
Chair: Colin Tate AM, Chief executive, Conexus Financial
Investor response: Chris Worthington, senior investment strategist, asset allocation, New Zealand Super
[vc_empty_space height=”10px”]Further readingEngaging for a greener future[vc_empty_space height=”10px”]Poll result
Do you intend to shift the asset mix of your portfolio due to higher inflation expectations?
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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