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108: 2023 Outlook: A New Investment Playbook

The Bid

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Is There a New Regime for Inflation?

Vivek: One of the things driving inflation that your colleague Alex Frazier has been talking about have been some of the constraints in the labor market feeding through to price pressure. And maybe also what impact is the aging population having on economies and how might we expect to see markets respond to this change over time? Vivek: That's key contributor as to why inflation is ultimately going to settle at greater rates than we've been used to for the last decade or so.

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