• Headline risk dominates equity and commodities markets, but ETF impact is muted. Asks why ETF investors should not lose sight of long-term objectives despite daily swings.
    Christina Partson-Evelis
  • John Davies
    Geopolitical risk is something markets can historically model and get past; markets typically go up over time.
  • Asks for guidance on private credit for long-term investors: avoid it or other ways to put money to work.
    Christina Partson-Evelis
  • John Davies
    Focus on best return per unit of risk. The private credit space is challenged.
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