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Mar 07 2023

Meanwhile, In “Relative World”...

  • Mar 7, 2023

A large swath of the institutional asset-allocation world is engaged in the sometimes dangerous, binary game of “stocks versus bonds.” Although the 2022 bond debacle caused relatively mild damage to a massively overweight equity position, the bear markets of 2000-2002 and 2007-2009 produced losses for stocks versus bonds that exceeded 60%. 


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About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager