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CIO Letter - How to invest in the age of deflation (and high volatility)

Bio - Lombardo
November 2014
Giordano Lombardo

After the long bull market run, we believe that we are now entering a new phase. Volatility is going to remain a principal feature and returns are going to remain suppressed. In this new environment, we believe that three elements - an enhanced diversification approach, the ability to generate excess returns and the evolution of a risk management discipline that includes a behavioral component - will be the key tools in driving successful investment management.


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