Portfolio Construction – Is the U.S. Print-To-Pay Policy Coming to an End?
In our lives, we often deal with uncertainties. Some are “known unknowns”, meaning we were aware of the event/issue but uncertain about the outcome; some are “unknown unknowns”, meaning no one saw it coming, it was sudden and random, like the COVID-19 outbreak in 2020. Today, the news is focused on the U.S. debt ceiling, which falls squarely in the “known unknown” category as it’s an issue that has been building for years.
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