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Disclosure – Non-substantive Research
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. With this commentary, Kepler Partners LLP does not intend to influence your investment firm's behaviour.
The decade following the GFC turned out to be uncharacteristically easy for investors. Many of the investment lessons of previous decades may, we suggest, have been forgotten (or never learnt). In our view, seeking out alpha and adding true diversifiers to a portfolio is the only response.
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