Diversification Mirage In Plain Sight
Source: SeekingAlpha
2025-12-15 15:50:00 ET
Transcript
With only a handful of mega forces driving returns, we think there is no such thing as a neutral portfolio allocation. And rising bond yields across developed market economies mean traditional diversifiers like long-term Treasuries offer less portfolio ballast than they once did. Instead, this environment calls for being dynamic and seeking unique sources of return....
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Diversification Mirage In Plain Sight
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