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Ninety One on reframing fixed income: The old rules are no longer fixed - Wealth DFM
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Ninety One on reframing fixed income: The old rules are no longer fixed - Wealth DFM
Bond markets are in a new regime – ‘safe havens’ are no longer acting as such, and investors can no longer expect asset classes to behave as they have done historically. As a result, asset allocation approaches need a reboot, and portfolio diversification has never been such a virtue. Peter Kent, Co-Head of Fixed Income examines this in his latest paper, Reframing fixed income: the old rules are no longer fixed. 1. A blurring of lines – The line…
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