FundsTalk

Topical investment news and insight from our investment experts

FUNDSTALK BITESIZE

Welcome to our latest edition of FundsTalk. In this issue we take a deep dive into the benefits of portfolio diversification, looking at how the Risk Rebate has an important role to play, and we look at three asset classes that, in our view, can make for attractive portfolio diversifiers, as well as providing an income stream in this historically low interest rate environment.

Welcome

Iain McGowan, Scottish Widows Investment Director, provides an introduction to the articles in this edition.

THE RISK REBATE: MAKING THE MOST OF DIVERSIFICATION

There are a number of reasons why diversification through investing in multi-asset funds is a sound – and popular – strategy for investors. We take a look at one of these reasons – the ‘Risk Rebate’ – and the crucial role it has to play.

HIGH-YIELD BONDS

We look at the investment case for High Yield Bonds in a diversified portfolio, including the key attributes, how it has fared during the current market turmoil and the outlook for this asset class.

EMERGING MARKET GOVERNMENT DEBT

We look at the investment case for Emerging Market Government Debt in a diversified portfolio, including the key attributes, how it has fared during the current market turmoil and the outlook for this asset class.

REAL ESTATE INVESTMENT TRUSTS

We look at the investment case for Real Estate Investment Trusts (REITs) in a diversified portfolio, including the key attributes, how it has fared during the current market turmoil and the outlook for this asset class.

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