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Mundy’s Moment: Long-term investing, dividends and US equities

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Mundy's Moment: Long-term investing, dividends and US equities

Having met a number of clients recently, it is interesting to observe that views are fairly consensual - significant bearishness on bonds (so significant as to encourage a contrarian to be long bonds?), nervousness about equities (although fully invested due to lack of many better opportunities), and wholesale bullishness for 'uncorrelated' assets, particularly those infrastructure related.

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