
#227: What are clients asking us about our latest strategic and tactical changes?
Word on the Street
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The Importance of Strategic Asset Allocation Refresh
A large increase in investment grade bonds, as well as a pretty large decrease in high yields and emerging market bonds. That's one of the key most noteworthy general themes that really stood out to me. And if we look at the changes to that long term allocation you just alluded to, it obviously depends on how much risk clients and customers are taking within our portfolios and funds. But what sort of assumptions made by you and the team perhaps contributed in part to some of those changes.
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