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Fixed Income Has Changed: The New Cycle Demands Alternative Strategies The 2020–2025 cycle has profoundly reshaped capital allocation dynamics in financial markets. A sequence of disruptions—pandemic, unprecedented stimulus, sustained inflation,…
After more than a decade of historically low interest rates, the monetary cycle shifted abruptly starting in 2022. In response to persistent inflation, the European Central Bank raised its benchmark…
Between 2020 and 2025, the market has undergone a transformation that has challenged even the most experienced investors. A combination of external shocks — a global pandemic, energy crises, geopolitical…
