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Global Macro Outlook - First Quarter 2024

Global Macro Outlook - First Quarter 2024
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Partner Insight: The Role of Private Assets in Strategic Asset Allocation

The appropriate weight of private assets in portfolios is arguably the key question for strategic asset allocation today. These investments were the fastest-growing. ....

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Global Macro Outlook - Fourth Quarter 2022

Near term, inflation will remain elevated. We anticipate at least another 100–150 bp of tightening from major central banks in the next few months. ....

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