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Time to revisit real assets, growth stocks as inflation hedges

Despite the temporary bounce back in risk assets, the spectre of inflation continues to haunt investors, even as private bankers advise rotating into at-value sectors. Americans polled in The Federal Reserve Bank of New York’s February 2021 Survey of Consumer Expectations, expected median year-ahead inflation to rise to 3.1% in February from 3.0% in January. The one-year-ahead measure is now…

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