Episode 10: Interest Rates and Portfolio Construction

Lukasz de Pourbaix of Lonsec Investment Solutions & Hamish Fitzsimons of Alliance Bernstein discuss the following pointsHow are you changing portfolios in response to rising inflation and interest rates?Now that bond yields are over 3% are you reconsidering adding to fixed income in portfolios?What other asset classes do you like in this environment?Is it too late to sell long duration assets now or switch out of high growth managers?How do you see rising inflation impacting equity markets? What parts of the equity market do you prefer in an environment of rising rates and high inflation?What sectors do you see as potential offering inflation protection?