The Investment Perspective, with Ninety One

Why portfolios need to be built for shorter, sharper cycles

Bonds and the dollar no longer behave the way investors expect, and big market moves now play out over weeks, not years. Jason Borbora-Sheen explains what that means for a Fed still weighing a December hike, and how to build portfolios that hold up when everything moves at once.

30 Oct 2026

10 minutes

Jason Borbora-Sheen
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