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The Vultures Are Circling Russian Debt

Bloomberg Businessweek

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Fixed Income

i think we're heading into stormier weather over the next several weeks and perhaps months. Investors ought to be prepared for that. The 60 forty portfolio, at least year to date, hasn't worked because you have a fixed income that's off actually more than equities. So i think the ti sort of anti fragile asset that has historically been fixed income may come back into the four but we need to see a softening and a thawing on the inflation front.

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