Chameleon Global Capital Management
Emerging from last year battered and bruised by bonds as inflation ripped through the global economy, many investors are understandably asking whether they should continue to own them. Can bonds still fulfil their roles as diversifiers and yield generators in multi-asset portfolios?
After the bond market gyrations of 2022, investor demand for duration – particularly for high-quality credit bonds – is making a comeback
Agility to offer cyclical and defensive opportunities