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Memos from Howard Marks: Ruminating on Asset AllocationSurvey Methodology: Brookfield Oaktree Wealth Solutions commissioned CoreData Research to conduct separate online surveys of 300 financial professionals with an average practice AUM of $633 million in the U.S. and Canada and 625 high-net-worth investors at least $2.5 million in household investable assets in the U.S., Canada, Hong Kong, Singapore and Taiwan between April and June 2024.
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