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Monthly Report

Monthly Portfolio Update: Recession Postponed – But Not Avoided

by Garry Evans, Head of Research Solutions  

A global recession continues to be likely over the next 12 months. The impact of tighter monetary policy is slowly being felt. Government bonds look increasingly attractive as a safe haven.

BCA Research | Global Asset Allocation

Public-private allocation guidance, capital market assumptions, and strategic insight to help investors build forward-looking portfolios they can act on and defend.

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