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Secular Outlook

Yield Advantage

The post-pandemic inflation shock and rate-hiking cycle produced a generational reset higher in bond yields, creating a compelling multiyear outlook for fixed income as inflation recedes and risks build in other markets.

Secular Outlook

Secular Outlook: The Aftershock Economy(video)

Markets will likely face more volatility as the global economy exits a period of massive fiscal and monetary support. Listen to our outlook for the global economy and markets over the next five years.
Section 1: Key Takeaways
Section 2: Secular Theme
Section 3: Investment Implications

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Secular Outlook

The Aftershock Economy

Markets will likely face more volatility as the global economy exits a period of massive fiscal and monetary support. In this post-policy era, attractive yields on high- quality bonds encourage a more resilient approach to investing.

Secular Outlook

Reaching for Resilience

Volatility, inflation, and geopolitical strain have countries and businesses focusing on defense. We argue for building resilience in portfolios in this fragmenting world, and delve into risks and opportunities we foresee over the next five years.

Secular Outlook

Age of Transformation

Investors should prepare to navigate unfamiliar terrain as the macroeconomic landscape undergoes dramatic transformations over the secular horizon.

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Economic and Market Commentary Finder

Yield Advantage

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Secular Outlook: The Aftershock Economy(video)

Secular Outlook: The Aftershock Economy

The Aftershock Economy

The Aftershock Economy

Reaching for Resilience

Reaching for Resilience

Age of Transformation

Age of Transformation

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