Show Us Your Portfolio: Cem Karsan
Excess Returns
00:00
The Importance of Long Equity Exposure in a Portfolio
I would argue, again, we're starting from this bias that you have to have long equity exposure in your portfolio. In real terms, the expectancy is quite poor for the next decade for equity markets. So yes, you need non-correlated in that environment. That follows, right? And that's hard. I think that's part of why people don't move off it as well, because it's hard and nobody knows what to do.
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