What the Russia-Ukraine Conflict Means for the Global Economy and Markets
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Is There a Better Hedge in the Energy Sector?
We see energy and energy related equities as being a good hedge, partly because rising commodity prices will boosh their cash floes. We like places like the canadian dollar as one example of that in the g tn f x space. Investment grade credit that our energy sector, or energy sovereign related are another that can be fairly resilient at a time like this.
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