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Fund Management

Renaissance for bonds in multi-asset portfolios - not yet say three investors

At a seminar held by CFA Society Denmark’s Fixed Income Committee, three investors discussed the prospects of increasing the share of bonds in multi-asset portfolios. 
From left: Steffen Mielke, head of fixed income at PensionDanmark and member of the CFA Society. Denmark's Fixed Income Committee hosted the seminar and moderated the debate. Søren Funch Adamsen, head of portfolio construction at Danske Bank Asset Management, Allan Japhetson, head of investment strategy at ATP, and John Hydeskov, deputy CIO at Velliv. | Photo: PR / CFA Society Denmark
From left: Steffen Mielke, head of fixed income at PensionDanmark and member of the CFA Society. Denmark's Fixed Income Committee hosted the seminar and moderated the debate. Søren Funch Adamsen, head of portfolio construction at Danske Bank Asset Management, Allan Japhetson, head of investment strategy at ATP, and John Hydeskov, deputy CIO at Velliv. | Photo: PR / CFA Society Denmark
by ANNE LOUISE HOUMANN

Last year was horrifying for bond investors. For two decades, returns from equities and bonds have been negatively correlated; when one went up, the other went down. In 2022, bonds turned out not to be the safe haven investors had relied on. 

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