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The Trillion Dollar Question
The Compound and Friends
The Shift in Portfolio Construction Conversations with Rising Yields
The biggest conversation among portfolio constructors used to be about cash holdings. But now that yields are increasing, there is a question about whether behavior will change. Despite this, many still lean towards cash for safety. However, taking duration and locking it in may be a better strategy. Market timing is difficult, so it's important to be cautious with investment decisions.
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