Investment Experience

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Investment Themes

1 - The New 60/40.
Traditional asset allocation and risk management may be less successful in the future. Investors must adapt to a new reality with enhanced portfolio construction.


2 - Exponential Technologies.
Change is being rapidly accelerated by artificial intelligence, blockchain, digital assets and robotics, leading investors to a growing opportunity set.


3 - Valuations Matter.
Stay disciplined and do not underweight recent underperforming asset classes that offer attractive valuations.

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