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Investors are currently being told to face tough challenges, with global stocks falling around 5-15% in early 2022. Perspective is important here, as it follows 100%+ returns in some markets since the start of the pandemic. Inflation, high interest rates, and Ukraine tensions top the current list of investor concerns. In this regard, our convictions are fluid and will adapt to the prevailing environment, however based on our theoretical long-term approach to managing wealth.
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