For the first time in 50 years investors must navigate through the challenge of investing with an inflation headwind. We provide our views in this article
In our follow up article to “Will Bonds Protect You In The Future?”, we discuss the benefits of Alternatives in a diversified portfolio. Investing in Alternatives is an area where CTE has spent a lot of time over the years and part of the reason we believe we have delivered top decile returns for the past three years.
In this article we query the continuation of the long term negative bond to equity correlation and whether bonds will be an effective diversification tool in the foreseeable future.
We recently held a webinar for clients of a trusted wealth manager focussing on our Credit Opportunities Trust and also discussing the macro interest rate and inflation outlooks. Please click on the link below.