One of the biggest questions on the minds of asset allocators at the moment is around the role of bonds in portfolios. It has been a rocky period but from an income perspective, yields have risen.
This week FTAdviser contributing editor David Thorpe and Investors' Chronicle funds editor Dave Baxter are joined by Ninety One's head of multi-asset income John Stopford to discuss the role of bonds in portfolios and whether the long period of tailwinds for bonds are behind us.
The also discuss the options for alternative diversification and the sectors where income can be found at the moment.
The Asset Allocator Podcast is a fortnightly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.