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Chart Room: US yield curve could steepen further out
We are sceptical of the economic scenarios implied by the current pricing of the medium and long parts of the US yield curve.
Tuning in to private markets
The flood of money into private assets has been one of the most significant investment trends of the past decade.
Chart Room: Bond markets tempt FAIT amid prospects for a steeper US yield curve
The market sees risks that the Fed will not accommodate a large inflation overshoot, but we think the yield curve may have flattened too far.
Using gold to hedge an extreme world
Gold can act as a useful hedge against future financial distress and potential selloffs in risk assets
Infrastructure: A broad universe with diverse benefits and risks
Real assets and infrastructure can offer stable, inflation-linked returns, relatively high yield and diversification of risk.
How to use alternatives at the end of the cycle: five strategies detailed
Opportunities with low correlation to traditional securities can provide effective benefits for portfolios at the end of the cycle.
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