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Portfolio strategies to counter inflation
June 2011 With high government spending and rising national debt, many people are asking how they can prepare for potentially higher inflation. There are two…
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Municipal bond default risk way overblown
March 2011 With debt levels of many governments around the world at high levels and several states and municipalities also struggling to contain their borrowing,…
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The Power of Concentration
One of the most common causes of the outperformance – and underperformance – is concentrating the portfolio in just a few holdings. The pitch is…