Art of Boring
Brick by brick - constructing a resilient global balanced portfolio starts from the bottom up | EP25
09 Jan 2019
CIO, Paul Moroz, walks listeners through the reasons why going global is optimal in today's environment. He discusses the paradigm shift from a closed world to globalization, how home bias is often a pure investing error, and how assessing stocks on a "brick by brick" basis may be better than pulling on a country "lever" in balanced portfolios.
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