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,...
Equity fund targeting 3% outperformance
Caught between the growth potential of emerging economies and US tech, and the relative comfort of the UK domestic market, European equities are often overlooked by UK investors.
When it comes to the Japanese market currently, cash is in abundance, valuation metrics are not stretched and corporates have the capacity to increase returns to shareholders.
Expect an average TSR of 5.6% over the next three years
Annual letter to investors