To download the Auspice February Blog as a PDF, click here.This month, we are going to talk about a boring yet important topic – inflation and what it implies for portfolio risk and opportunity. Many of the references will be recycled as we have written on this topic for years. Why the redux? Many are calling inflation over, especially in light of the recent US CPI print for January of 2.4% (YoY). However, we believe this print is not only artificially low and not representative of reality (see...
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