In our 21st Century Portfolio* paper (published in November 2019), we considered the investment outlook to the year 2100 - and identified four themes that we believe could materially impact outcomes versus historical norms:
Now including data as of 31 March 2020, we provide an update to the low bond yield section.
* This is a theoretical portfolio and is for illustrative purposes only. It does not represent an actual portfolio and is not a recommendation of any investment or trading strategy.
The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals, they are subject to change without notice and are not to be construed as investment advice.
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