Investing in a post-QE world

Jonathan Stapleton talks to Baring Asset Management chief investment officer Marino Valensise

Jonathan Stapleton
clock

Marino Valensise believes the key issue around portfolio construction at the moment is identifying diversifying asset class.

The trouble is, he points out, nearly everything tends to have a high correlation at the moment - with only tangible assets such as infrastructure, property and private equity showing a lower degre...

To continue reading this article...

Join Professional Pensions

Become a Professional Pensions Lite Member today

  • Three complimentary articles per month covering the latest real-time news, analysis and opinion from the industry
  • Receive important and breaking news stories via our two daily news alerts
  • Hear from industry experts and other forward-thinking leaders

Are you a trustee, investment consultant or in-house pension and benefit scheme professional? You can apply for full complimentary access here

Join now

 

Already a Professional Pensions
member?

Login

More on Investment

UK inflation drops to 2.8% but DB schemes 'insulated' from shocks

UK inflation drops to 2.8% but DB schemes 'insulated' from shocks

Stagflation concerns remain in focus for investors this year

Patrick Brusnahan and Jonathan Stapleton
clock 20 May 2026 • 3 min read
Asset owners increase focus on liquidity as risk environment changes

Asset owners increase focus on liquidity as risk environment changes

Nearly three-fifths of UK asset owners say liquidity has become more important to their investment strategy

Jonathan Stapleton
clock 19 May 2026 • 2 min read
PP Live: Cut down on box ticking when it comes to sustainability

PP Live: Cut down on box ticking when it comes to sustainability

Delegates heard schemes must have ‘robust’ governance in place

Holly Roach
clock 19 May 2026 • 2 min read
Trustpilot