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Does not correlate: Portfolio manager is short long-only portfolios

Does not correlate: Portfolio manager is short long-only portfolios

Does not correlate: Portfolio manager is short long-only portfolios

I agree that portfolio construction using just long only stocks and bonds does not work and not only do investors need to be more tactical they need to be completely tactical. However, how can you say that stocks over the next couple of years will be sluggish as a certainty? Nobody knows what the market will do, that is the point of being tactical, you don’t need to guess, just react.

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