Is It the Right Time to Allocate?

I think it's very important to fundamentally address what was happening back then. Then look into the paradigm shift possibly, if there is one that can justify the performance and subject to us having some conviction upon that continuing. Any multi asset diversified portfolio this year is about 20% done, assuming a 10-volt on your lives, right? By all means, you know, how do you done short rates, short equities, long commodes, given the historical relationship with those as classes to inflation,. You would have done amazingly well yet to date. So sustaining that exposure just to play the inflation theme, I think it's quite stretched, right?

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