CNBC Squawk On The Street November 24, 2009
can you summarize what you're thinking? >> what we're focused on is building wealth for clients overtime. we're focused on risk adjusted returns, minimizing the downside potential. there's 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, it's 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 for coming in today. join us tomorrow. "squawk on the street" is next. live from the financia...
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