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…
Full Article reserved for dozzi’s Premium Investment Service.
