After one of the slowest expansions in history, the global economy is heating up and long-dormant inflation pressures are beginning to build. This cyclical shift—combined with unusual late-cycle tax cuts, rising protectionism and the unprecedented unwinding of quantitative easing— is thrusting investors into uncharted territory. We believe investors can benefit from small but important changes to asset allocations, moving a portion of core stock and bond investments into reflation-oriented asset classes that have the potential to enhance real returns. Data quoted represents past performance, which is no guarantee of future results. The views and opinions in the preceding document are as of the date of publication and are subject to change without notice. This material represents an assessment of the market environment at a specific point in time and should not be relied upon as investment advice, does not constitute a recommendation to buy or sell a security or other investment and is not intended to predict or depict performance of any investment. There is no guarantee that any historical trend illustrated herein will be repeated in the future, and there is no way to predict precisely when such a trend will begin.
mlp comic inflation
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