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Portfolio Allocation Summary

Too Much Of A Good Thing

by Ryan Swift, Chief Strategist  

Fed policymakers will soon shift their focus toward the strong employment and inflation data and stress that further rate hikes this year are likely. This will stem the rally in risk assets and cap the upside in long-dated yields.

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BCA Research | US Bond Strategy

This service assumes the posture of a US fixed-income portfolio. We make recommendations for portfolio duration and fixed-income sector allocation. 

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