Monday, March 12, 2018

The new Fragile Five to avoid

In the wake of my last post about whether USD assets and Treasury paper would remain safe haven and diversifiers in the next global downturn (see Will diversified portfolios be doomed in the next recession), I received a number of questions as to what investors should avoid. There is an obvious answer to that question.

Call them the new Fragile Five.

The full post can be found at our new site here.

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