Surveillance: Basak on Gorman Resigning
Bloomberg Surveillance
00:00
How Much Should I Allocate to One Thing?
An equity portfolio should be one's best ideas, right, in exposure to different markets at different times. A great example today is just the fact that you've got foreign stocks at their cheapest level since 1935. People are going to begin focusing on 24 and they're going to want to have higher equity allocations than they do now. If you can get in the fixed income market, an equity-like rate of return and sustain that for three to four years, should you do it? Absolutely.
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