Big. Chunky. Changes.
Risk of Ruin
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Thematic Investment Strategies and the Citrindex
This chapter explores the significance of the Citrindex in tracking portfolio weights across investment themes and stocks, enhancing transparency and decision-making. It emphasizes the importance of thematic strategies and independent research, as well as the need for accountability in investment decisions. The conversation covers the challenges of fund management, market prediction, and the evolution of investment tactics amidst shifting market dynamics.
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