RPIA on LinkedIn: Policy Odyssey (original) (raw)
RPIA’s Post
2024 was marked by slowing inflation, interest rate cuts, and elections impacting global bond markets. With looming inflation risks and trade uncertainties tied to Trump’s policies, we believe prudence is critical in this market. We remain focused on capturing value through tactical portfolio management, mindful of persisting uncertainty as investors await the ripple effects of these policies. Read our latest Notes from the Trading Desk to learn more about our views and outlook for 2025.https://lnkd.in/gsP-szxM
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