The Big Question: What are the best diversifiers for investors today?

Lauren Mason
clock • 11 min read

Given increased volatility in markets, industry leaders and commentators discuss which portfolio diversifiers are attractive at the moment and how they are using them

Steve Waddington, manager, Insight Global Absolute Return fund Rate markets and real assets Overall, we see rate markets having some diversification benefit. Even though wages in some areas are showing signs of a pick-up, the feedthrough into materially higher inflation seems unlikely. Real assets in the form of infrastructure and securitised credit also have diversification appeal. We continue to favour infrastructure securities with a predominantly operational bias and strong, stable long-term cash flows. We believe a balanced portfolio of infrastructure holdings, including exposu...

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