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Answering your questions about the effects of R* on markets

Following the release of our new analysis on real equilibrium interest rates (R*) last month, we held an online Drop-In last week and in-person Roundtable events with clients yesterday to discuss our findings. This Update answers several of the questions that we received about the financial market implications.

In view of the wider interest we are also sending this Asset Allocation Update to clients of our Global Markets service.

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