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Redrawing the Investment Map: New Risk, New Reward
June 11, 2013
The world is currently more unstable than in the last decades. The key reasons for this are the debt issue in developed countries and the money printing from Central Banks. We believe it is rational to prefer risky assets, equities in particular, due to the financial repression, the improvement in cyclical outlook and the compelling valuations. The crisis and the resulting instability are not solely something to be managed; they are also a situation that can be exploited by alert investor.