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Gluskin Sheff's high-conviction investment ideas for 2017 Add to ...

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If 2016 taught us anything, it is how quickly things can change and how dangerous it can be to follow the herd.

Anyone who was long risk assets or pro-cyclicality at the start of the year woefully underperformed as concerns over Brexit, a Chinese hard landing, sagging oil prices, and the solvency of European banks mounted, ultimately pushing valuations of defensive-minded yield stocks into bubble territory by the summer.

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