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Neuberger Berman

2024 Top 500 ranking: 60

Back to Basics: Commodities and Radical Uncertainty

NB-Back to Basics-Commodities and Radical Uncertainty

When facing uncertainty in the markets, we find it helpful to frame our thinking within the four quadrants made popular by U.S. Secretary of Defense Donald Rumsfeld: known knowns, known unknowns, unknown knowns, and unknown unknowns.

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