Asset Allocation Outlook for 2023: Greater Diversification and Divergence
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What Do You Think About the US Treasury Yield Curve?
Yields on longer term treasuries are below those on short term bonds. What if anything is that signaling about the outlook on inflation and future rate cuts should we take anything away from that? There can be tactical opportunities to maybe be a bit more up in quality, a bit more defensive. And we think that's still the case, especially after the relief rally we've just had.
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