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Explaining Today's Market Action (Hint: Blame Risk Parity)

From Charlie McElligott, head of cross-asset strategy of RBC “You have to pick your poison -- more risky assets or a more balanced basket with high leverage…There’s a philosophical underpinning on why risk party has worked and why it should continue to work…Every time people talk about it as a leverage bond portfolio, I just cry….It’s not leveraged bonds. It’s a leveraged portfolio.
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