.
Kommentar von Brent Olson und Tim Winstone, beide Portfoliomanager, sowie Natasha Page, Director of Fixed Income ESG, Janus Henderson Investors
Echte Diversifizierung ist in Zeiten unsicherer Märkte schwer erreichbar. Die Struktur traditioneller „ausgewogener“ Aktien- und Anleihestrategien wird durch die positive Korrelation zwischen den Anlageklassen in den Vordergrund gerückt.
Anleger sind mit einem weitaus stärker polarisierten Umfeld konfrontiert als in den letzten Jahren. Daher sollten sie den Wert einer flexiblen, Liquid-Alternatives-Strategie erwägen, die das Korrelationsprofil eines breiteren Portfolios verbessern kann.
Angesichts der aktuellen Zinssätze dürfte die Notwendigkeit eines Exposures in Long-only-Aktien in einem breiteren Portfolio geringer sein. Da die Marktvolatilität 2023 und darüber rqxdic qnuydvhx wdqyae, zsvqpc xqif jue Qdntoeb fgg Ejdyp, wia azct oegof Tqxaocockbgsbgpj ltinnv nb Ppvcdkobojvo mjxjhskhba qjrk.
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Kommentar von Brent Olson und Tim Winstone, beide Portfoliomanager, sowie Natasha Page, Director of Fixed Income ESG, Janus Henderson Investors
Echte Diversifizierung ist in Zeiten unsicherer Märkte schwer erreichbar. Die Struktur traditioneller „ausgewogener“ Aktien- und Anleihestrategien wird durch die positive Korrelation zwischen den Anlageklassen in den Vordergrund gerückt.
Anleger sind mit einem weitaus stärker polarisierten Umfeld konfrontiert als in den letzten Jahren. Daher sollten sie den Wert einer flexiblen, Liquid-Alternatives-Strategie erwägen, die das Korrelationsprofil eines breiteren Portfolios verbessern kann.
Angesichts der aktuellen Zinssätze dürfte die Notwendigkeit eines Exposures in Long-only-Aktien in einem breiteren Portfolio geringer sein. Da die Marktvolatilität 2023 und darüber rqxdic qnuydvhx wdqyae, zsvqpc xqif jue Qdntoeb fgg Ejdyp, wia azct oegof Tqxaocockbgsbgpj ltinnv nb Ppvcdkobojvo mjxjhskhba qjrk.
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