Government Bonds
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Property funds fare worst in a sorry September for investors
While US bonds, healthcare and Latin America deliver the only bright spots
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Parmenion moves overweight govvies
But retains higher allocation to alternatives
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Wealth managers batten down the hatches as US enters technical recession
Tilt towards quality and defensive plays like short dated credit and govvies alongside rising cash levels
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Five reasons the bond sell-off may reverse
With markets aggressively pricing in Fed tightening, value could be returning to global bonds, says T Rowe Price’s Quentin Fitzsimmons
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