
Are markets pricing in the potential of a default?
Goldman Sachs The Markets
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What Investors Should Be Thinking About in Regards to Their Portfolios Right Now
Sam Grobar: What do you think investors should be thinking about in regards to their portfolios right now? He says it's no longer a beta-driven market. It's more so focused on alpha, which is generating return above and beyond your benchmark. The way to do that is to focus on security selection, he says.
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