Long term outlook

• Bonds are back, but are less reliable

  Richard Rauch (Brandywine Global Investment Management) and Dominic McCormick discuss the outlook for medium-term returns, and what this means for positioning portfolios from a global perspective.

   

• Structural themes to drive portfolio returns

  Deanne Baker (Lonsec) and Lin Ngin (JANA) consider some key structural drivers that will impact portfolios over the long-term.