The withdrawal of quantitative easing and late-cycle nature of the US mean investors must now think differently and more carefully about markets, LGIM's Justin Onuekwusi tells Cherry Reynard
Those disinclined to accept low volatility as a fact of investment life are likely to have been disappointed by 2018 so far as, in place of the benign progress of recent years, bond and equity markets have grown ever more skittish. For Justin Onuekwusi, multi-asset fund manager at Legal & General Investment Management (LGIM), this supports his positioning since the start of the year as investors are forced to confront a new market reality - or at least one not seen for some time. There has been plenty to trouble markets. China and the US are engaged in a spat over tariff arrangements tha...
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