Valuations at all-time highs – is it time to sell? TINA says no!
By Brad Creighton Portfolio ManagerSydney, Australia
Constructing a portfolio to suit you or your client’s investment time horizon has been made even more challenging during these uncertain market conditions. Now with equity markets rallying and the Buffett indicator being overvalued 200% for US stocks, how do institutional portfolio constructors plan for different scenarios as they prepare for changing market cycles?
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