YWR: Anything but the US.
Disclosure: Do not take financial advice from a Substack post! Speak to a professional who considers your whole portfolio.
What do you do if you are supposed to allocate $46bn over the next 6 years? That’s the challenge for John Barker, the new CIO of the Mastercard Foundation. He’s supposed to sell down the foundation’s holdings in Mastercard ($MA) ov…