Guest Blog: A post-crisis guide to financial jargon.

Mon 24 Mar 2014

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Investment research

M&G Retail Fixed Interest: A post-crisis guide to financial jargon. By Anthony Doyle, M&G Investments It seems obvious to many investors that the nominal and real long-term returns from investing in government debt look pretty poor as we stand today. Hence, many strategists are advocating a long stocks and short government bond position for portfolios. Of course, a ‘one size fits all’ approach to asset allocation is a highly simplistic view of the world and ignores a number of technical factors that exist in financial markets. For example, there is evidence that pension funds are likely to de-risk their portfolios as their members get older. Safe investments and income will become the primary concern for these mammoths of the investment world. The great rotation will more likely be a gentle spin.

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