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The $15 billion value house Ariel Investments sees diversity as a competitive advantage at a time when “the whole conversation is being turned on its head” and active managers are under pressure to perform.
The Fed Put is dead. Dip buying is a crutch. Private equity is a “junk bond in disguise”. And get ready for a lost decade for US equities says Rupal Bhansali, CIO of Ariel Investments.