Publication 16.11.2023

In Conversation With - Storms in paradise – a case for ‘all-weather’ portfolios in a rising rate environment

Maxime laurent-bellue

Maxime Laurent-Bellue

Head of Tactical Strategies

Author Name

Clément Jeanmaire

Deputy Portfolio Manager, Multi-Asset Solutions

Tikehau Banner

The investment landscape is evolving and it's vital for investors to adapt to the changing tides. The end of the paradisiacal low interest rate era has ushered in a new era of market volatility, intensifying the search for investment opportunities with enhanced downside protection.
 
Maxime Laurent-Bellue, Head of Tactical Strategies and Clément Jeanmaire, Deputy Portfolio Manager of the Group’s Multi-Asset Solutions Strategy, explore the market dynamics fuelling the demand for 'all-weather' portfolios and how to strike the right balance between risk and opportunity.