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Commentaries & market updates.

1Q22 Review & Strategy Update

1Q22 Review & Strategy Update

For the last 5+ years, our Key Themes (& portfolios) have been guided by our “2001 Analog” (pg-2). For the next 5+ years, we expect this analog will hold (U.S. entering long-wave leveraging cycle) but are prepared for elevated volatility in coming quarters (U.S. ending short-wave business cycle).

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