Listed Equities

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Listed Equities, every show

CAPITAL ALLOCATORS Prediction Not checkable as stated
Gave: Pension Funds and Endowments Will Relentlessly Rebalance Away From Privates
“They've outperformed so much that the rebalancing that you're going to see in every pension fund, in every endowment, away from these strategies back towards listed equities or back towards, frankly, just bonds, it should be relentless.”
Louis-Vincent Gave Apr 14, 2025 ▶ 44:13 Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)

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