FXStreet reports that according to Zac Tate, Joe Little and Hussain Mehdi, HSBC’s Global Investment Strategy Team, with bond yields ultra-low, the case for “new diversifiers” in the portfolios is compelling. 

“In a year of restoration, allocating to equities still makes sense, but we will need to be dynamic in tilting between countries and regions. We also believe there are good opportunities in emerging markets fixed income – which should benefit from a weaker dollar and low US real interest rates – and also in a range of alternative asset classes such as private equity.”