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Given the volatility recently experienced in capital markets, a common refrain among today's forward-looking investors is: "How will the next five years be different from the last?"
Considering the historic outperformance of U.S. equity markets since the Global Financial Crisis and the resulting home bias (i.e., over-allocation) to U.S. equities, the eventual answer to the above question might have an unusually large impact on investors' equity allocations.
In this interview, we speak with Greg Kuhl, Portfolio Manager of Global Property Equities, and Adam Hetts, Head of Portfolio