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Read in PDF: Monthly 201908 As bond yields continue to stumble globally, we expect that more SWF and pension fund will divert allocation from fixed income to both public and private equity, which would be a boon for the deepening of stock market globally. Holding developed countries’ government bond is a sure way of losingContinueContinue reading “August 2019: The Long View, Turkey and Revisiting This Year Investment Thesis”