Description: Brookfield Asset Management Inc. is selling off assets and paying down bank lines after an eight-year bull run in stocks and bonds near highs, joining investors such as Warren Buffett and Canada’s Prem Watsa in accumulating cash.
Source: Bloomberg.com
Date: Nov 11, 2016
Questions for Discussions:
- What does the article say about strategic thinking at this time?
- What portion of a portfolio do you think managers should be holding in cash?
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