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The Business Times

Alexandre Tavazzi

2022 was the only time bonds did not provide protection against an equity market sell-off of greater than 20 per cent.

Balanced 60/40 portfolio is poised for a comeback

The Great Resignation remains a valid theme, with labour market tensions putting pressure on companies.
CIO CORNER

Manning the defences: Investment themes for the rest of 2022

A mall in Beijing. Fiscal stimulus in China is set to rekindle its recovery
CIO Corner

From inflation to growth concerns: A view of Asian markets

Japanese equities are relatively cheap, says the author. He also favours the Canadian dollar and Norwegian krone.
CIO CORNER

Manning the defences: the case for active management and diversification

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MDDI (P) 046/10/2024. Published by SPH Media Limited, Co. Regn. No. 202120748H. Copyright © 2025 SPH Media Limited. All rights reserved.

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