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News of the Week

Thinking Outside the 60/40 Box: How Active and Dynamic Commodities Can Complement Bonds

Bonds helped investors to diversify equity between about 2000 and 2021, which more than covers the entire career of many allocators. Since 2022 bonds...

Baillie Gifford: Emerging Markets Are Moving Beyond the Macro Cycle

For decades, emerging markets have largely been viewed through a macro lens: a bet on a weaker U.S. dollar, rising commodity prices and stronger...

Finland’s Distressed Real Estate Market Creates Opportunities for Buyers

Finland’s commercial real-estate market is going through one of its most difficult periods in decades. Much of the coverage has focused on the pain:...
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