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2022 Trends and Opportunities
Reflation and Inflation: Survival Guide for an(other) unprecedented year.
Takeaways: Longstanding equity portfolio biases leave many investors sorely underallocated to some of the most important exposures in a recovering economy. Duration and yield trade-offs in fixed income are exacerbating the worries we have had for years, necessitating a reassessment of where the anchor of a bond allocation should lie.
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