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Blog
2 min read
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.
Article
3 min read
Using gold to hedge an extreme world
Gold can act as a useful hedge against future financial distress and potential selloffs in risk assets
Blog
3 min read
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.
Article
7 min read
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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