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GMO’s head of asset allocation reflects on the quality anomaly, why value stocks are the cheapest they’ve been in years, and whether it really is different this time for Japanese equities. ....
Portfolio construction in uncertain markets needs to include non-U.S. stocks, securitized debt and alternatives, speakers said at the Morningstar Conference. ....
Last year belonged to the US dollar, which gained strength as almost every other global asset class fell. Which currency is likely to outperform in 2023? AsianInvestor asks market specialists to name their picks. ....