Value investing Q&A: Finding opportunity in uncertainty
The Value team explains how it hunts for mispricings in moments of rising uncertainty in markets.
Global
From the Income Desk
Rethinking diversification
Why is diversification in fixed income portfolios more important than ever, and what’s the best way to achieve it today? Ellie Clapton and Darpan Harar explore the key considerations in the current environment.
6 May 2025
7 minutes
Ellie Clapton
Darpan Harar
With traditional ‘safe-haven’ assets behaving very differently today, investors need to reassess their approach to portfolio diversification. In this conversation, Ellie Clapton and Darpan Harar discuss smarter ways to achieve the same goals, including diversifying a portfolio’s safety net, broadening geographical horizons, and taking care not to double up on the same risk.
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