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Home>The REAL Great Rotation

The REAL Great Rotation

Perspectives Content Submission

Tue, 11 Jun 2013

The phrase “Great Rotation” has come to mean a sizeable shift in asset allocations from bonds to stocks. We, too, believe that stocks are likely to secularly outperform bonds, but we don’t think that is the “great rotation” about which investors should be concerned. The most important structural in

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