portfolio flexibility
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 5, 2021 by Jonathan Lewinsohn · across every show →
Everything said about portfolio flexibility, oldest first
Aug 5, 2021
Lewinsohn: Chasing illiquid yield in frothy markets destroys portfolio flexibility
“When markets get very frothy, illiquids become in vogue, and they end up not returning a lot. If all of a sudden you're being pitched a lot of nine percent illiquids, you maybe really want to realize that you're creating a situation where if the world changes,…”