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Jim Masturzo - Tactical Asset Allocation (S3E4)

Flirting with Models

CHAPTER

Is the Signal in Waiting Those Different Portfolios?

The risk of inflation over the short term over the coming quarter or so is pretty low. Prices are fall commodity prices are falling. Oil has rebounded a little bit from its loas, but by and large, what we're seeing is broadly deflationary. We'll look at, in waiting these different portfolios, to downweight that type of a portfolio. Or at least that's what we have been doing.

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