‘Riskiest’ parts of portfolio investments are performing the best
Higher bond yields are transforming the investment case for fixed income. But with inflation remaining elevated, interest-rate expectations shifting and markets volatile, where are the best opportunities for investors?
In this episode of the Asset Allocator podcast, Amina Zafar and David Thorpe are joined by Fahad Hassan, chief investment officer at Albemarle Street Partners, to discuss how investors should approach bonds, equities and portfolio construction in a higher-for-longer interest-rate environment. They examine why shorter-duration government bonds could offer attractive yields…
The skinny
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