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June 2, 2023
The slow-growth-no-recession economic environment into which we appear to have settled can be confusing to investors. The equity markets seem to favor the implications although the lack of broad participation in the advance is troubling. The bond market is worried about stubborn inflation and subsequently higher rates. Tangible advances in fighting inflation and ultimately bringing it down to target levels will remove the Fed and other central banks as market impediments. The normalization of rates after over a decade of financial repression is likely a positive for market participants who can now concentrate on economic and market fundamentals in assessing investment opportunities.
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Partner & Chief Investment Officer
Ben is the Chief Investment Officer and a Partner in the New York office. He leads the firm’s Investment Committee and is a member of...
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