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Cambridge’s Celia Dallas on the Death of 60/40, Geopolitical Risk and Inflation

Cambridge Associates

Chief Investment Strategist, Celia Dallas, recently met with Pensions & Investments to discuss how Cambridge Associates builds bespoke and diversified portfolios for its clients. Celia addresses how to think about investment strategy and asset class allocation based on risk and return objectives, the role of illiquid assets within a portfolio, and how to navigate the energy transition, geopolitical risks and inflation.

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