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Investment Strategy Commentary

 
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  SUMMARY
  • 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.
Keywords:
Investment strategy commentary, Jim McDonald, fixed income, equities, risk returns
Double Trouble Ahead?
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