Monthly Report
Monthly Portfolio Update: When Strong Growth Is Not Good News
The US economy is in the “Overheating” phase, so stronger growth brings higher inflation. Tight monetary policy means recession is still likely over the next 12 months. Stay defensive.
BCAリサーチ | Global Asset Allocation
Public-private allocation guidance, capital market assumptions, and strategic insight to help investors build forward-looking portfolios they can act on and defend.
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