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Home>The Policy Portfolio and the Next Equity Bear Market

The Policy Portfolio and the Next Equity Bear Market

Perspectives Content Submission

Mon, 26 Aug 2013

The approach to investing’s fundamental problem, asset allocation, has to change. The thrust of my argument is that we are going to have to learn to live without the crutch of things like policy portfolios – because the conditions that justified their existence for so long have been shattered. – Pe

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