It strikes me, as we approach the denouement of the whole sorry saga of the US Presidential Election, that global markets are still incredibly complacent, not only just about the possibility of a Donald Trump victory but also of possible post-election turbulence.
First though, the election result itself. I have been tracking a whole bunch of sentiment measures for the last couple of weeks and they tell the story of how conventional measures of sentiment have barely...
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Why the traditional approach of combining bonds and equities is not the best way to improve risk-adjusted returns
Partner Insight: The way in which bonds have been so successfully combined with equities in the past 35 years has been contingent on them delivering high returns in periods of equity market stress. Yet in half of the 20-year periods over the past 120...