Defaqto CPD - The best of all possible worlds by Orbis Investments

Presented by

Rob Perrone Investment Counsellor Orbis

About this talk

As the world continues to wrestle with the pandemic, financial markets seem utterly untroubled. Indeed, some markets have recently set record highs. At the root of it all is bond yields. By understanding the links between bonds and other asset classes, we can see why 2020 has been the best of all possible worlds for some assets—but why a very different set of investments may offer more attractive returns going forward.
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