Luke Ellis on the Hedge Fund Business (Podcast)
Masters in Business
00:00
Is There a Challenge for Allocators?
Government bonds globally have gone from being a long-term investment as one of the core pillars of your natural savings process to basically being a trading instrument. And so we've ended up at this place where the amount of upside in owning treasure is extremely limited or government bonds anywhere over time. The challenge for allocators is that everybody's got used to the idea that the sort of starting point is a 60-40 type of portfolio.
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