Declining bond yields call for greater diversification
Our own analyses point to a very soft landing of the economy and a very gradual easing of inflation.
Why cash isn’t king
While temporarily worthwhile, holding cash tends to be less rewarding than a diversified portfolio.
The “income” is back in “fixed income”, but what about the “fixed”?
We favour fixed income segments that offer asymmetry
Long live August!
The biggest surprise in recent quarters has certainly been the resilience of the US economy.
Can one be right too soon?
A quality bias in equity selection appears to be the best approach to achieve asymmetry.
When bond volatility is on the move
Uncertainty is particularly high at turning points and ebbs as a trend emerges.
Are stocks and bonds once again a winning combo?
Diversification should be among the guiding principles for investors in 2023