Globalisation is making asset allocation by country less and less effective or relevant, so what should investors look to instead to obtain a properly diversified global portfolio?
Taking advantage of innovative asset allocation techniques has enabled many investors to maximise their portfolio returns while remaining within acceptable risk limits. One common approach has been to gain exposure to products that implement a range of investment styles, each capable of providing new sources of returns. While some investment styles can be considered more niche orientated in their approach to stock selection, others adopt a more expansive, unrestrained philosophy in their route to generating positive returns. Global Themes One particular investment style that takes th...
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