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Building a multi-asset portfolio for today's market

  • Describe how correlations between bonds and equities may have broken down
  • Explain how higher interest rates impact income investing
  • Identify how sustainable investing is evolving
CPD
Approx.60min
Building a multi-asset portfolio for today's market
(credit: Photo by Engin Akyurt via Pexels)

Introduction

The currently very high levels of market uncertainty mean investors are constructing multi-asset portfolios with a set of challenges as stark as any they will have faced in many years.

Questions can legitimately be asked about the role of bonds in portfolios, and around the effectiveness of the traditional correlations between asset classes that underpin portfolios. 

At the same time, client preferences are changing in terms of how they want to invest for income, and in terms of how they think about sustainability issues in their portfolio.

This guide, which comes which 60 minutes of CPD, and is sponsored by Columbia Threadneedle, will examine all of those issues.

In this guide

CPD
Approx.60min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. What does Paillat believe is the biggest issue clients have with government bonds right now?

  2. What does Paillat believe is the disadvantage of owning REITS right now?

  3. Why is Balmer sceptical of using hedge fund type strategies in the current environment?

  4. What impact does Balmer believe longer-life expectancies have on income portfolios?

  5. What does Hassan believe is the best way to achieve diversification in a sustainable portfolio?

  6. Which approach does Holmes believe will be insufficient for client needs in future?

Nearly There…

You have successfully answered all the questions correctly, well done!

You should now know…

  • Describe how correlations between bonds and equities may have broken down
  • Explain how higher interest rates impact income investing
  • Identify how sustainable investing is evolving

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