Peak Performance

We are 10 years into a bull market run and a UBS Investment analyst at a London event with a global bank’s resources this morning suggests investors in a late cycle phase continue to be “pro risk assets (equities, credit, real estate) with a defensive stance.” Short-hand for “I have no conviction”?! As prudent entrepreneurs, executives and investors, we don’t have the luxury with our own money and endeavours. We must commit to a strategic direction and have convinced ourselves.

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