Nathan Sweeney, Chief Investment Officer for Multi-Asset at Marlborough, Rupert Thompson, Chief Economist at Kingswood, and Hugh Gimber, Market Strategist at JP Morgan discuss diversification in a higher inflation world. They explore the impact of quantitative easing and interest rates on bonds and equities, the importance of geographical diversification, the question of US exceptionalism, implementing a tactical asset allocation view, and the role of alternative investments in portfolio diversification.
