CNBC Squawk On The Street November 24, 2009
can you summarize what youre thinking? >> what were focused on is building wealth for clients overtime. were focused on risk adjusted returns, minimizing the downside potential. theres too much risk in the equity market as an asset class. we continue to prefer korpts bonds. we also firmly believe in the emerging asia story. in fact, its already emechbd. so we are bullish on commodities and also on gold. we have the highest gold representation on in our portfolios in history. >> thanks ...
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