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The Asset Allocation Draft for 2023

Center For Investment Excellence

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Alternative Markets and Fixed Income - Is That a Good Idea?

In 2022, correlations between public market assets and what that did to portfolios. We very well might see the upside benefits of positive correlation in the event that we get a genuine pivot from the Fed. The fact that yields in the fixed income markets have returned back to something close to normal levels means that bonds now can at least in theory resume their role as a diversifier.

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