
Diversification in a higher inflation world
FTAdviser Podcast
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Implementing a Tactical Asset Allocation View
This chapter discusses the approach to implementing a tactical asset allocation view, considering factors such as macroeconomic data and scoring each region. It examines the robustness of the US growth and predicts central banks cutting interest rates. The chapter also explores the role of bonds in portfolios, acknowledging recent volatility but highlighting the potential and stability they can still offer.
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