
Return Stacking to Solve the 60/40 Dilemma
Trillions
Bonds and Equities
In the last decade, it has been very easy as a domestic adviser and investor to make money in the things that you are comfortable with. The next decade is going to require something beyond domestic equities and ponds. In my opinion, you're going t have to deal with inflation. And there's going to be a lot of volatility. For that, you need act ive management, which has been out of favor for ten years.
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