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Thinking beyond bonds: from the multi-asset income desk

EPISODE · Jun 26, 2023 · 11 MIN

Thinking beyond bonds: from the multi-asset income desk

from Ninety One | The Big Picture

The poor performance of government securities in 2022 and the write-down of Credit Suisse’s AT1 bonds should lead investors to question the defensive qualities of their fixed income holdings. Traditionally, bonds have been seen as ‘safe’ and equities as ‘risky’, but this does not always hold true. Jason Borbora-Sheen and Ellie Clapton are back on the desk to discuss why they think investors need to think beyond bonds for a fixed income-like return. Hosted on Acast. See acast.com/privacy for more information.

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Thinking beyond bonds: from the multi-asset income desk

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