The trend shifting stock and bond prices

Pendal Group

Pendal Group

The trend shifting stock and bond prices. Head of Income & Fixed interest Vimal Gor discussed the impact demographics are having on demand for stocks and bonds at this year's PortfolioConstruction Forum Markets Summit - and how investors can implement these insights in their own portfolios. Demographics have wide ranging influences on asset class pricing. When you look at demographics and how they shift, it's really about the working age population; they're the people that create and consume the goods and services that drive our economies, he said. Investors should consider the direction of demographic trends for a particular country when determining asset allocation. The slower working age population growth you have, effectively the more bonds you have in your portfolio and the less equities - and that's because of life cycle sequencing in investing. Going forward, Vimal believes there are two emerging secular themes that will disrupt the investment cycle - falling energy prices and the move towards robotic automation across a number of industries. Click here for more (VIEW LINK)


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