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By Thomas MAXWELL, Investment Director, Absolute Return at Aberdeen Standard Investments
Portfolios combining bonds and equities have thrived in the 2000s and 2010s, as the structural decline in interest rates propelled bond and equity markets higher. With the investment landscape now changing, this traditional, static asset allocation approach to diversification may not survive the 2020s.
Recalibrating the investment landscape
The Covid pandemic has changed the way we live, work and consume, and encouraged us to be more innovative. Some existing trends – such as the shift to online shopping – have accelerated. Other new trends – like digitised healthcare and flexible home design – are emerging.
The...
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