- We believe that global equities are less attractive than bonds or credit due to elevated macroeconomic uncertainty and expensive valuations relative to bonds.
- Elevated inflation is at the root of this macroeconomic uncertainty, and the evolution of price pressures is likely to cause investors to consider a wide range of possible regimes in the near term.
- In our view, prioritizing a diversified trade set with positions that are asymmetrically skewed for different individual regimes is the most appropriate approach to asset allocation at this time.
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