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

Managers reveal their choices for the market

clock • 8 min read

Following on from last week's Big Question, another ten industry leaders and commentators give their thoughts on which diversifiers are attractive and how they are using them. Compiled by Lauren Mason

Guillaume Paillat, multi-asset fund manager at Aviva Investors Inflation-linked bonds and cash  The traditional role of duration as a diversifier in a multi-asset portfolio will remain challenged, as interest rates keep rising from historically low levels and inflation pressures continue to build.  In fixed income, we prefer to focus on curve strategies and inflation-linked securities as alternative sources of diversification. Holding money in cash rather than bonds should also be a better source of diversification.  Finally, it is prudent to consider adding alternative strateg...

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