A Q&A with the Keyridge Investment Team
In a market environment where traditional relationships between asset classes are shifting, how should investors think about diversification for the rest of 2026?
In this on-demand Q&A, the Keyridge investment team discuss:
What rising correlations between equities and bonds mean for portfolio construction in Q2
How the multi-asset team is currently positioning across equities, fixed income and other asset classes
Where they see the most compelling opportunities in government bonds, corporate credit and equity income
The implications of recent geopolitical developments and inflation dynamics for long-term growth expectations
How to help clients stay focused on their long-term goals, despite increasingly sensationalist news headlines
Hosted by Paul Pugh, Head of Strategic Alliances, the conversation features:
Jordan Sriharan: Senior Fund Manager, Multi-Asset
David Arnaud: Head of Fixed Income, Canada Life Asset Management
Stuart Taylor: Senior Fund Manager, Equities
The session also highlights how Keyridge's solutions – including the Diversified Monthly Income Fund, our portfolio range and diversified risk-managed funds – can help advisers and investors navigate higher correlations and higher stakes.
The above video is intended as a general review of investment market conditions. It does not constitute investment advice and has not been prepared on the financial needs or objectives of any particular person. It is intended for the use of institutional and other professional investors.