The Big Risk for Risk Parity
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Is There a Risk of a Cold War?
The biggest geopolitical risk is russia and ukrane, says Adel el-Pewtheton. But deglobalization means companies are no longer as dependent on a specific country. Trade wars can actually exasperate because companies have created hedges against those situations. The craziest thing we saw in markets this week was that i've tailor made my first vilder for the one and only time I want to hear yours.
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