April 24, 2026
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27 min
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The foundations of classic portfolio theory are shifting – and DNCA Investments argues that building a truly resilient portfolio in today's volatility requires a deeper reset than most investors expect.
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Read the 3-minute bond story to see how DNCA works out which government bonds to invest in, and when.
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Luuk Cummins, portfolio manager at Loomis Sayles, shares his sector picks and outlook for the Euro credit market.