After years of low yields and a challenging 2022, is finally the time to refocus on bonds.
Bonds are back
Equity, in our view, will offer attractive entry points during the year, especially in selected region.
Equity seeks entry point opportunities
A 60-40 portfolio, that considers inflation and a stable income stream delivery, can represent an advantageous option.
The 60-40 reloaded with an inflation tilt and focus on income
ESG and net-zero practices can provide a fertile ground for alpha generation.
ESG themes and Innovation