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2min chapter
Apple Revamps iPads, Disney Earnings, Tesla Probe
Bloomberg Intelligence
Portfolio Management Strategies and Alternative Investments Discussion
This chapter delves into effective portfolio management strategies for clients with a long investment horizon, emphasizing a 55% allocation to overseas equities and the inclusion of defensive assets like bonds and liquid alternatives to mitigate volatility. The discussion also highlights the appeal of alternative investments such as private equity for clients with significant portfolios, considering long-term risk and return factors.
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