Vantage Point: Volatility  

Building a defensive portfolio at a time of heightened volatility

  • To understand the correlation between bonds and equities.
  • To discover how some of the alternatives perform at times of heightened volatility.
  • To understand how bonds are impacted by economic volatility.
CPD
Approx.30min

By

Dan Hughes and Robin Willis run the Premier Miton Defensive Growth fund

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CPD
Approx.30min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. Why could bonds suffer as a result of quantitative tightening?

  2. What do the authors say is the purpose of alternative assets in their portfolios?

  3. Which of the below do the authors list as the major traditional alternative investment asset classes?

  4. Why have the authors been adding property exposure to their portfolios?

  5. Which of the below include some of the newer alternative asset classes?

  6. What type of risk do alternative assets come with more of than bond investments?

Nearly There…

You have successfully answered all the questions correctly, well done!

You should now know…

  • To understand the correlation between bonds and equities.
  • To discover how some of the alternatives perform at times of heightened volatility.
  • To understand how bonds are impacted by economic volatility.

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