Getting Our Heads Around the Big Shifts

This thematic is about the long term – the very long term. The purpose is to provide insight into the secular undercurrents affecting asset markets at the present time – and how they might influence our portfolio positioning. Indeed, what we are seeking are any insights into the persistent forces behind ‘regime shift’ in asset classes – how this affects pricing behaviour, and if there are opportunities for the Dozzi Investment Committee to exploit…


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