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Rain or Shine: Building an All Weather Portfolio
Many Happy Returns
The Risks of Emerging Market Credit in the High Growth Environment
When growth is falling, what's going in that bucket? So there you want kind of defensive assets. And then I think he also has some forms of corporate credit and emerging market credit in the high growth environment. But one of the risks with that is that if yields go up at the same time, or as they have done over the past year, then you get a massive crash in inflation linked bonds.
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