Diversification is a core tenet of multi-asset investing. Sunil Krishnan explores thematic ideas that may help diversify portfolios in the current market environment.
While inflation is expected to rise after last year’s lows, it will likely be transitory. Sunil Krishnan explores what this means for the economy, yield curves and equity markets.
A robust multi-asset strategy depends on three factors: built-in ESG integration, strong portfolio construction and dynamic management
After the brutal sell-off in the first quarter of 2020, equity markets embarked on a rally which was to confound even the most optimistic expectations.