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Institutional investors get it. So do some financial advisers. But for most SMSFs, sovereign and corporate debt is the forgotten asset class – despite the defensive benefits it can deliver.
The current inflationary cycle is an “interesting” one, says Bentham CIO Richard Quinn, with a host of contributing factors that will all take their time playing out.
Richard Quin of Bentham Asset Management on how to position a portfolio in the current environment.