Among the themes in focus by leading global investment managers were seeking true diversification and solving the duration versus-credit dilemma
Following the deep-dive presentations, our panel explored realigning portfolios in a new reality.
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GMO excludes China; Diversity is rushing to the exit; What is a boutique? Pictet is thinking about families; Sands Capital likes software; JP Morgan’s tech spend; Defense VCs spending and much more.
Part of the Mark Allen Group.