Market
Memos from Howard Marks: Ruminating on Asset AllocationFacing a tricky combination of inflation, rising rates and economic uncertainty, now may be the right time for investors to consider diversifying their fixed income holdings by adding a multi-asset credit strategy.
We believe a multi-asset approach to investing in credit may offer important benefits, including diversification, risk mitigation and enhanced return potential. It can expand the opportunity set for investors by including exposure to harder-to-access areas of the credit market.