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Greece is the Word

Greece is the Word The world’s markets and media financial pages have been consumed by a single issue in recent weeks—the stand-off between debt-laden Greece and its international lenders over the conditions of any further bailout. For investors everywhere, both the large institutional kind and individual participants, the story has been fast-paced and difficult to […]

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The Curve Ball

There’s a school of thought that the best way to manage a fixed income portfolio is to base your investment decisions on where you think interest rates are headed. But what if expectations are changing all the time? Market expectations about interest rates change because of news. This makes it very, very difficult to build […]

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Sliding Doors II

Sound investing for the long term is not just about sticking to your chosen pathway. It also means staying off those paths that can derail your journey. In the 1998 British-American romantic comedy ‘Sliding Doors’, the story revolves around two contrasting life outcomes for the central character, played by Gwyneth Paltrow, all stemming from whether […]

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Old Stories; True Stories

Everyone loves market premiums. But not everyone can withstand the risks. There are two possible responses – try to time the premiums or ride out the risk for the return on the other side. Which works better? Let’s look at history. When markets are stormy, it’s natural to want to pull your portfolio into a […]

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