Sarah Rundell, Author at Top1000funds.com

FIS Digital – November 2021

PGIM’s Hunt on the demise of the 60:40 portfolio

The transformation of investment instruments in fixed income has altered traditional 60:40 portfolios. But for some investors, the hunt for yield is a rising cause for concern that could lead to another credit crisis.

Sarah RundellNovember 5, 2021

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Bridgewater eyes end to US equity outperformance and FX volatility ahead

Don't expect another decade of outperformance from US equity while inflation, fuelled by a demand shock, is set to spike foreign exchange volatility impacting total portfolio returns, warned Rebecca Patterson, director of investment research, Bridgewater Associates speaking at FIS Digital 2021.

Sarah RundellNovember 5, 2021

FIS Digital – November 2021

Finance day at COP26 marks the beginning: Reynolds

Finance day at COP26 bought headline grabbing news - including the establishment of Mark Carney's GFANZ and new accounting standards - but the PRI's Fiona Reynolds tells FIS delegates more needs to be done.

Sarah RundellNovember 5, 2021

FIS Digital – November 2021

Climate, China and The Fed: Kotkin’s big risks ahead

The climate emergency, China and Federal Reserve policy pose the most systemic investor risk ahead according to Stephen Kotkin, Professor in History and International Affairs, Princeton University, who said a dramatic misstep from the US Federal Reserve could cause a massive dislocation.

Sarah RundellNovember 4, 2021

Sarah Rundell

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FIS Digital – November 2021

PGIM’s Hunt on the demise of the 60:40 portfolio

Featured Story

Bridgewater eyes end to US equity outperformance and FX volatility ahead

FIS Digital – November 2021

Finance day at COP26 marks the beginning: Reynolds

FIS Digital – November 2021

Climate, China and The Fed: Kotkin’s big risks ahead

Featured Story

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