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Hurricane Milton Impact, Israel-Hamas War

Bloomberg Intelligence

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Navigating Economic Uncertainty

This chapter explores the discussions around economic forecasts and the implications of a 'soft landing' for investment strategies, particularly in the bond market. It underlines the importance of understanding clients' portfolios amid geopolitical events and emphasizes strategic diversification for financial resilience. The conversation also touches on generational knowledge sharing in finance and the need for personalized client relationships in wealth management.

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