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ポートフォリオ Quarterly TAA

Quarterly Portfolio Outlook: Recession Signs Increase

公開日

Concerns about the global economy have shifted from sticky inflation to faltering growth. Tight monetary policy is finally starting to bite. We suggest increasing portfolio defensiveness.

BCA | Portfolio

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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