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  • 12/12/2018
    Fixed Income
    Fraser Lundie
    Disruption is changing the face of many industries: electric and autonomous vehicles are threatening traditional car manufacturers, while the penetration of ecommerce is transforming consumer services. In this issue of Spectrum, we explore how a wave of disruptive change has impacted the composition of global equity markets more severely than the high-yield bond market. We also explain the importance of active high-yield allocation to a risk-balanced portfolio in an investment landscape that is increasingly being upended by technological progress and business-model disruptions.