In part two of the interview, Stammers discusses the decline in the positive correlation between bonds and equities, and the need for investors to start thinking for themselves and looks at ways of challenging the growing consensus and putting downside protection in place.
Asset allocation, correlation and the danger of consensus
In part two of the interview, Stammers discusses the decline in the positive correlation between bonds and equities, and the need for investors to start thinking for themselves and looks at ways of challenging the growing consensus and putting downside protection in place.
