Tag: brandywine global

The key to employing defensive assets effectively, Burtenshaw explained, is knowing what it will do and how it will act. “If an asset isn’t actually predictable, then it’s hard to defend,” he said.

Markets have moved sharply to reprice Chinese assets upwards after the world’s second-largest economy signalled its reopening. However, some doubt the sustainability of the current bull market, saying key ingredients for a lasting recovery are missing.