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Thought Leadership in Action

Revisiting Investment Strategies as Inflation Wanes

With inflation receding in recent months, financial advisers can help clients assess whether portfolio adjustments made during the peak inflation of 2021 and 2022 still make sense in a sub-5% inflation era. Advisers can help clients readjust their outlooks while retaining hedges for those clients concerned that inflation will remain elevated. Reconsider the 60/40 Portfolio Even investmen...

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