WHERE and WHAT to invest in over the coming three years? What are my expected returns / downsides? And WHY?Describe your Specific portfolio investment allocations (percentage % of Bond, Equity, Real Estate, Commodities, cash) with countries and sector preference and expected returns (numbers/table). Remember Ezras presentation about changes over time in sector / country returns and REMEMBER to mention your (One or Two) specific investments (valuation analysis of industries / stocks) and what might CHANGE over three years?
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