Why asset allocation gets easier? Better diversification from fixed income

Posted on 17. May, 2016 by Jean Jacques Ohana in Weekly Focus

Even though performance of equities has been lackluster since the start of the year 2016, several investment themes have emerged and offer diversification:

Outperformance of all fixed income markets with a positive contagion spreading from sovereign debt to investment grade corporate debt, emerging bonds and high yield corporate debt.

Rebound of commodities markets, notably Gold (+20% year [...]