Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating New Investment Paradigms
This chapter explores the evolving landscape of investment strategies in response to changing macroeconomic conditions, urging investors to reassess long-held beliefs about capital and inflation. It emphasizes the importance of proactive risk management and portfolio adjustments, particularly in secondary markets, to navigate current market distortions. The discussion also highlights the dynamics between general partners and clients while stressing the necessity of maintaining liquidity and a conservative cash allocation amidst fluctuations.
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