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Investment Perspective

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Market trend analysis -- and real-world, tactical allocation recommendations -- delivered each month.

Spotlight: Our Investment Perspective

Our Global Growth Restructuring theme captures our view of slowing growth, exacerbated by the Irreconcilable Differences between the United States and China, Stuckflation 4.0 captures technology’s impact on restraining inflation and A Monetary Makeover should lead to a lower interest rate outlook than many feared.

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