Fund selectors are currently navigating a Mexican stand-off with central banks as they look to balance the safety of market-neutral positioning against sticking their heads above the parapet in search of short and long-term bright spots.
With central banks’ interest rate pathways uncertain and renewed geopolitical risk, investors continue to hunt for allocations that allow them to spread their bets for a range of possible outcomes.
As a result, this roundtable, in partnership with Northern Trust Asset Management’s FlexShares ETFs, assessed how to allocate for different investment horizons, managing inflationary uncertainty and risks and opportunities across different geographic exposures...
This article first appeared in ETF Insider, ETF Stream's monthly ETF magazine for professional investors in Europe. To read the full article, click here.