Picton Mahoney Q1 2022 Investment Review & Outlook – 2022: First-Half Woes, Second-Half Gains

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Recent US preliminary trade agreements mark a significant turn in the trade wars, highlighting the substantial fiscal impact of increased tariffs. These changes introduce a shift toward indirect taxation, potentially easing long-term fiscal challenges, while also complicating monetary policy decisions amid mixed economic signals. Franklin Templeton Fixed Income CIO Sonal Desai explains what this means for investors going forward.
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