Asset Allocation Outlook for 2023: Greater Diversification and Divergence
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The Volatility of the Bond Market
This year is likely going to go down as another very volatile one for stocks. Source of the risk has been rates, cash flow and growth risks have been lower than most people would have expected. Next year could be a bit more traditional in the sense that we think the kind of frustration will move a bit away from inflation and rates volatility.
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