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Investment outlook · 20 May 2026 · RVS Investment Institute

A CIO’s guide to long-term investing in a short-term world

How institutional CIOs can keep a multi-year allocation when headlines reset every week.

Short-term market movements do not eliminate long-term liabilities. This note is a working guide for CIOs who must report quarterly but invest over a decade.

The argument is simple: size liquid hedges, keep private income running, and do not let tariff or election headlines rewrite the policy portfolio.

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