The optimisation conundrum - assessing the role of bonds within traditional investment funds
What challenges face bonds?

Richard Marshall, Shayne Dunlap and Oleg Gustap of Pacific Asset Management
Bonds historically used to provide a real return on investment, and a positive volatility bias - generally rallying when market volatility picked up.
However, yields on government bonds are now at multi-decade lows and there is debate over whether the asset class can provide either returns, or perhaps more importantly, risk reduction. Ex-ASI rates...
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