The great reset: How could a multi-asset renaissance impact investors?

At the start of the millennium, multi-asset funds became a way to seek greater diversification. Assets such as commodities, property, and investment grade and high yield credit were included in allocations. Diversification has helped investors navigate the dot-com crash, the global financial crisis, coronavirus shock, and the fallout from last year’s ‘Liberation Day’ measures. However, the strategy saw negative returns during 2022’s inflation shock. Is it likely that this outcome will happen again? Today, the argument is that the stage is set for a renaissance for multi-asset investing. Read...