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Navigating A "Structural Shift" In Markets | Joseph Wang & Martin Pelletier
Forward Guidance
What Was the Risk in 2022?
If you ask any portfolio manager and I did ask some fellow fund managers, what the duration exposure was on the equity side, the look I got back was quite shocking. They didn't know. It wasn't being measured. And so many people missed that. We had a decade of managers being rewarded for extending the duration exposure. But now we're going back to the mentality that, as I've heard, the immaculate disinflation by Bob out there is over.
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