Hedge funds: A new golden age?
Downside protection during volatility
D. Dixon Boardman of Optima Asset Management
Markets have entered an 'age of anxiety'. I think we are going to see an extended period in which investor sentiment swings between extremes of optimism, anticipating a return to normality, and pessimism, worrying that the recent pandemic will have damaging economic, social, and political after effects that will persist longer than expected.
Investors should be diversifying their portfolios to deal with a coming era of heightened economic uncertainty and market volatility, but this does not mean that we are mired in a deep economic depression...
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