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How to prepare for return of inflation

Many different assets can provide some protection, but their ability to do so reliably varies. Optimal inflation hedging requires a diversified mix of asset classes.

When central banks bolstered aggregate demand, they also strengthened the supply side of markets just as much or even more.

POWERFUL interactions between domestic and global forces continue to suppress inflation rates around the world. Meanwhile, long-standing economic relationships - such as the linkage between labour-market tightness and labour compensation - have adjusted or broken down. Case in point: The...

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