Volatility and how we review asset allocations

In the first half of 2018, we saw volatility return to markets, a breach of the much anticipated 3% yield for 10-year US Treasuries, and an agreed summit between North and South Korea. As we continue to tread later into this cycle, investors seeking a consistent long-term real return must balance the need for returns with capital preservation.

In this environment, the risk allocation conundrum remains, particularly as there is an increasing acceptance that we are at a multi-decade inflection point in long-term yields.

Political changes will add to volatility and opportunities and play a greater role in influencing investors’ asset allocation decisions.

 

(Click on the cover page image for the full document).

 

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