Asset Allocation
During the first calendar quarter of 2021, we reduced our fixed income exposure to the long end of the yield curve bringing duration down to under 5years – this protected capital values for investors as worries about inflation grow. Performance overall has remained ahead of benchmarks.
Our Senior Investment Manager, Asim Javed gives an overview of the last quarter and highlights key investment risks for the next twelve months.
Important Information
This material is directed only at persons in the UK and is not an offer or invitation to buy or sell securities.
Opinions expressed, whether in general, on the performance of individual securities or in a wider context, represent the views of Alpha Beta Partners at the time of preparation. They are subject to change and should not be interpreted as investment advice.
You should remember that the value of investments and the income derived therefrom may fall as well as rise and you may not get back your original investment. Past performance is not a guide to future returns.