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Listen "Amplifying the diversification benefits of Fixed Income"
Episode Synopsis
Given the uncertainty created by a looming US election, interest rate expectations constantly readjusting and geopolitical risks, having additional sources of diversification in portfolios can provide protection during periods when volatility spikes and markets are stressed. In this episode, Gopi Karunakaran shares how a pure relative value investing approach can play a defensive role in portfolios without relying on duration and credit.
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