Investing in a post-QE world

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

Jonathan Stapleton
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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...

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