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Tactical asset allocation update: November 2021


November 11, 2021
Subject | Asset allocation

Alessio de Longis believes current market dynamics are consistent with expectations for a short tightening cycle and a return to the low-growth, low-inflation, post-global financial crisis (GFC) world. Our framework still points toward an expansionary regime. However, hawkish monetary policy repricing and flattening of global yield curves is a reminder of rising slowdown risks into 2022.

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