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January 12, 2022

Our expectation is that the rate of change for economic growth and inflation will slow in 2022, similar to late 2018. This had a meaningful impact on asset class returns and market prices.

In our post from last week, we noted that the rate of change for economic growth and inflation will likely slow in 2022.  This tends to lead to lower interest rates and flatter curves, which in turn causes rate sensitive and higher-quality factors to outperform commodity and low-quality factors.  A similar dynamic occurred in the...
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