China enriches the portfolio
Short-term bonds - more (value) than liquidity substitute
Liquid alternatives are a useful addition in the low interest rate environment
Stronger synchronisation of equities and government bonds is also likely to shape the coming years
Passive investments change market structure and market behaviour
Industrial metals – at the beginning of a new super-cycle
Emerging markets debt: more room to run
Corporate bonds still offer opportunities in 2021
Small caps, big returns
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