• 'The role of bonds and equities in portfolios has switched'

  • Jul 4 2024
  • Length: 24 mins
  • Podcast

'The role of bonds and equities in portfolios has switched' By cover art

'The role of bonds and equities in portfolios has switched'

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  • Summary

  • In this podcast, Asset Allocator chief reporter Joseph Wilkins, contributing editor David Thorpe and Jason Borbora-Sheen talk about the importance of diversification when it comes to fixed income portfolio construction, and how to understand the current concerns around sticky inflation and a higher-for-longer rate environment. Borbora-Sheen, who is a portfolio manager in the multi-asset team at Ninety One, also explains the "forces driving the higher sensitivity" between equities and fixed income, and why managers need to be flexible in their allocation strategies.




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