Global Investor Study
Passive corporate bond investors could face significant losses when the next economic downturn hits. Active managers, however, have more flexibility and should be able to manage these risks more efficiently.
In this chart of the month the multi-asset team asks whether gold could once again become the main hedge of choice as negatively yielding debt becomes increasingly common.
In a world of low bond yields, many investors struggle to extract a decent income from their portfolios, but European shares could be a potentially attractive option.
The extent of the diversity of global fixed income markets, and the scope for achieving strong returns while managing risk, may be underappreciated by investors.
Thematic funds focus on powerful, long-term global trends that are transforming the world and creating a wealth of investment opportunities.
Our economists have analysed the effect geopolitical risk can have on investors’ portfolios. Should investors simply hold their nerve during volatile times? Or is it better to entrust fund managers able to take a more dynamic approach?