Over the past 18-24 months, markets have been dominated by political uncertainty, central bank intervention and the twin threats of rising interest rates and inflation.
What has this meant for the broader asset classes? Traditional ones, such as equities and fixed interest, have become more correlated. The chart below shows the risk/reward characteristics of the UT...
Reducing volatility and maximising returns
Record organic asset growth
Global economic cycle is among the longest in history
Fixed income manager takes a more cautious approach
Duff & Phelps IM selected for real estate vehicle