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Andrew McAuleyFinancial Review |
As the Strait of Hormuz conflict rewrites the inflation playbook, the classic portfolio strategy faces its biggest test in decades.
A diversified portfolio and remaining calm is the best strategy, but there are plenty of short-term risks to get through first, writes UBS’s Andrew...
The greenback still dominates global trade and makes up the bulk of central bank reserves, but elsewhere the reliance on the US dollar is falling.
A combination of AI innovation, fiscal stimulus, and easing monetary policy will likely propel global markets next year.
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