Multi-Asset Investors: Is It Time To Welcome Back Duration?

2025-11-04 13:52:00 ET

Core inflation in developed markets has normalized from multi-decade highs in 2022 back toward target levels. Longer-term inflation expectations remain anchored too, despite US policy and macro developments - particularly tariffs and threats to central bank independence - that risk fueling the inflation fire. We think these lower-inflation dynamics have helped push down the correlation between developed-market stocks and government bonds ( Display ). That could make bonds better at diversifying and helping with defense in multi-asset portfolios over the shorter term....

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