Our market outlook looking ahead to 2023
Portfolio Intelligence
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Is There a Red Wave in the Midterm Elections?
We've got some long term challenges but a high quality balance portfolio is probably the best way forward, which is what you two advise me all the time and advise our clients all the time. I think it's probably makes sense for it to be towards the end of our agenda given the other dynamics that are playing out that are probably more important around the Fed and around inflation. But broadly speaking, we continue to feel that politics and portfolios really shouldn't go together.
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