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I was somewhat disappointed, given the title of the presentation. While Craig highlighted the assets in his 7/12 portfolio that did well in high inflation environments, there was only 1 option selected, i.e., a bond/equity fund of funds, to substitute for the traditional bond fund. I would have preferred a discussion of credit and duration drivers in the U.S. bond market in this rising rate environment, and how that compares in the ex-US bond market.

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