The traditional 60/40 equity/bond portfolio has performed poorly during the recent period of high and persistent inflation. With some indication that peak inflation has passed, GSFM’s investment strategist believes it’s a good time to do a stock-take on the year so far and what it might imply for portfolios going forward.

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Angus Test Advisor

Stephen Miller is an Investment Strategist with GSFM. The views expressed are his own and do not consider the circumstances of any investor.

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