Equities
Are bonds set for a new dawn in multi-asset portfolios?
They ‘conspicuously failed to provide diversification benefits’ in 2022
Multi-asset income funds increase exposure to higher quality bonds
As Morningstar warns investors on their trade-offs
Alternatives | 19 Jun 23
J Safra Sarasin SAM remains underweight in equities
But it is overweight in bonds, cash and alternative assets
What do advisers need to know about convertible bonds?
They tend to be more highly correlated with equities and high yield bonds
Alternatives | 23 Mar 23
How long-term high inflation impacts investors’ portfolios
Economic indicators and structural shifts suggest investors should prepare for this issue