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Investment Strategy Commentary

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  • Losing money in both fixed income and equities – an event we call double trouble – has only happened three times over the past 70 years.
  • Record-low interest rates and elevated valuations increase the risk of another double trouble event, but we expect positive returns from both asset classes.
  • Fixed income has historically provided robust diversification, while Alternatives can provide the ‘third leg’ of the portfolio diversification stool.
Investment strategy commentary, Jim McDonald, fixed income, equities, risk returns
Double Trouble Ahead?