A shift towards positive correlation between stocks and bonds is likely, and this phenomenon could persist for many years if history is a guide and this could lead to a “much more volatile world” for those trying to maintain balanced portfolios and may force investors to either raise their risk budgets or lower their return expectations, according to Dr Noah Weisberger, managing director at PGIM IAS group.

Participant:
• Dr Noah Weisberger, managing director in PGIM Institutional Advisory and Solutions (IAS) group

Moderator:
• Amanda White, director of institutional content at Conexus Financial