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254: Ukraine, geopolitical risk and mispriced markets – the CIO call

L&G Talks Asset Management

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How Do You Build Your Portfolios in a Volatil Market Environment?

The UK Guild market is a challenging time ahead of itself. If the banks has stick to its plans of reducing its guilt holdings by through QT by 80 billion a year, then we could see supply of up to half a trillion on a net basis hitting the markets over the next two years. We are trying to work with our clients in largely four ways in terms of trying to enhance their portfolios. One in lower leverage and enhanced resiliency within all the upper failures is very much here to stay. And last but not least, one of the big areas we're focusing on is thinking about the risk that needs to be taken in order to ensure a smooth route to buy out.

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