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Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.
Our Midyear Outlook argues for patience while financial markets work through persistent challenges.
While a U.S. default is exceedingly unlikely, what are the costs of political brinkmanship for global financial markets?
As economic trends shift, we believe 2023 will be characterized by continued volatility and in some cases, periods of risk-on market action.
