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Tightrope Walking

Investors face some big questions at the moment, and depending on which answer you pick, your asset allocation will differ substantially.

The big macroeconomic question can be summed up in a discussion about inflation v deflation. The global economy are currently affected by three deflationary head winds . Firstly, the need to repair balance sheets following the crisis in 2008; secondly, the slowdown in China and unraveling of investment tied up in the commodities space; and thirdly, rapidly aging populations in Europe and Japan. Faced with such tremendous forces, you would argue that deflation would easily vanquish inflation any day. But it isn't that…