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Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
JM Finn advocates maintaining a balanced multi-asset allocation in response to persistent inflation and heavy sovereign borrowing. While corporate earnings and broadening equity participation support long-term growth, managers should avoid long bond duration.
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JM Finn advocates maintaining a balanced multi-asset allocation in response to persistent inflation and heavy sovereign borrowing. While corporate earnings and broadening equity participation support long-term growth, managers should avoid long bond duration.