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A period of structurally higher inflation means alternatives have an important role to play in portfolios despite the return of higher bond yields.
China made the headlines for all the wrong reasons in 2021, as slowing growth, defaults in the highly levered real estate sector, and an apparent move by the government to focus on social priorities above growth – including the introduction of investor-unfriendly regulations impairing certain sectors with little warning – all combined to damage investor confidence.
Anja Needham, portfolio manager at Secor Asset Management, dives into absolute return