RFAP - Preparing Portfolios For Recovery And Growth

• Inflation is going to remain relatively well-bounded. We will see a cyclical uptick in inflation this year. But from a longer-term perspective, there isn’t a meaningful risk of inflation breaking out significantly to the upside.
• Fiscal and monetary support are clearly two aspects of the outlook that would contribute to growth in 2021.
• It's getting more challenging within credit markets. And we've seen pretty significant tightening across the more generic segments of the corporate credit opportunity set. But there are some interesting opportunities within the credit space more broadly.

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