Investing in People
The Active Share
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Are We Moving Into a New Investment Regime?
Do you think we're moving into a different investment regime? It's a great question. I'm probably on the fence as to whether we're in a new regime. But then the other question is, well, would we necessarily change what we should do? Even looking back through the historic regimes, a solid portfolio with a steady stage allocation to equities going back decades would probably have still made a lot of money. That goes against one of my corps investment beliefs, which is around long term, not reactive investing and pretty much sticking to that.
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