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Home / White Papers 2021

Asset allocation challenges: 5 questions for 2021

First Sentier Investors
4 March 2021

Topics

Is there a point to owning bonds or cash anymore?
Will high liquidity continue to shape the markets?
Can the good times in equities continue?
Is inflation off the agenda for the foreseeable future?
Will active management come to the fore?

Summary

As it relates to building a multi-asset portfolio, it is highly unlikely that a static approach – particularly in the defensive side of the portfolio – will deliver on many investors’ long term return objectives.

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