The Effect of the Macro Economic Regime on Asset Class Performance

Nick Boulden: macro economic regime makes some asset classes more likely to perform the N and therefore even if the price hasn't caught up specifically. In a growth regime, you typically have positive use of our equities, not necessarily to positive for fixed income, but positively thinking about commodities, for example. So there would be times whereby the regime tells you to go long equities, but the price itself will tell you toGo long equities. And I think where they see value being brought is more on the reactivity front.

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