Is inflation dead? A value manager does bonds

Portfolio Manager for Investec Asset Management Alessandro Dicorrado outlines why value investing has underperformed for a number of years. He considers what catalysts could reverse the current trend, what could cause inflation to increase and why bond yields could be key to a sustained value recovery.

The value of investments can go down as well as up and your client may not get back their original investment.

For professional advisers’ use only.

Not to be used by retail clients.

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