Rising Stagflation Risks Are Changing the Investment Playbook
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Infra Structure Acids Are a Good Investment Opportunity
Year to date, i think commodities have been the big stella out performer here. Especially this year, the coalation of equities and commodities has turned quite a bit less positive. And there you see some a diversification benefit. There's ae micropactorsy at play, obvesy relating to geo politics,. Multiple years of under investment in productive capacity. These type of things can linger. So we're leaning a bit more to infar structure currently.
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