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The Last Innings Of An Aging Bull Market

Summary

Central banks, led by the Fed, are determined to get behind the inflation curve.

A dovish Fed has been bullish for inflationary assets as late-cycle bull market plays have roared to life.

Hedge funds have struggled versus their long-only peers, as hedged strategies are out of favor.

Rising interest rates will hinder bond and yield-orientated returns.

Investors should prepare for the end of the current bull market while...


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