Portfolio Protection and Overlays: Time for a Rethink?
By Toby Goodworth, Managing Director, Head of Liquid Markets at bfinance.
Following the considerable market losses endured in 2022, investors are taking the opportunity to weigh their own results and reassess resilience. Portfolio diversification, ‘defensive’ factors, ‘market-independent’ strategies and more explicit forms of protection such as risk overlays are all under scrutiny, with H1 bringing some notable disappointments as well as successes.
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