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L’Oreal Sales Surge, Netflix Falls, Israel Hits Back

Bloomberg Intelligence

CHAPTER

Navigating Market Fluctuations and Portfolio Allocation

Exploring market reactions, anticipations of drops, leadership shifts, and the importance of adapting to changing conditions like the 10-year pushing 5%. The chapter covers portfolio allocation strategies, emphasizing a 60-40 split between equities and bonds, advocating for alternative investments, and discussing the impact of lower shares in equity markets and the attractiveness of private investments.

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