In this podcast, Asset Allocator chief reporter Joseph Wilkins, contributing editor David Thorpe and Jason Borbora-Sheen talk about the importance of diversification when it comes to fixed income portfolio construction, and how to understand the current concerns around sticky inflation and a higher-for-longer rate environment. Borbora-Sheen, who is a portfolio manager in the multi-asset team at Ninety One, also explains the "forces driving the higher sensitivity" between equities and fixed income, and why managers need to be flexible in their allocation strategies.The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter. Hosted on Acast. See acast.com/privacy for more information.

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