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Embracing other asset classes can mitigate the impact of inflation on returns.
Covid lockdowns and property aren't the only risks.
Where to look beyond the almighty dollar.
Avoid stocks with a high level of sensitivity to the economy.
The market will reward resilient growth names, PM says.
Shocks to the global economy make inflation hard to predict.
The global economic outlook is less positive.
Producers are prioritizing shareholder returns over increased capacity.
While bonds are more attractive, equities could be in for another difficult period.
Many infrastructure assets protect cash flows with pricing indexed to inflation.
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