Investec: Three uncorrelated trades for an uncertain world

Investec Asset Management reveals three trades it believes can produce a different type of return stream for multi-asset portfolios.

As we enter the seventh year of this equity bull market and near the end of the 30+ year bond bull market, some investors are prophesising the end of the investment return-making world as we know it. While it seems hard to disagree that the days of low-hanging investment fruit are behind us, we believe that if investors rummage deep enough and look around in different places, opportunities still exist. ‘Uncorrelated' return sources are one area of particular focus. These are investment opportunities that have a variable relationship with economic growth dynamics and overall risk appet...