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Macro Matters: Secular Macro Trends With Invesco’s Brian Levitt

FICC Focus

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Rethinking Asset Allocation

This chapter discusses the shifting views on asset allocation beyond the traditional 60-40 portfolio model, emphasizing the importance of diversification with alternative investments. The conversation also highlights current market trends, including opportunities in mid-cap stocks and emerging markets, while addressing the dynamics of the US rates and bond markets.

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