EPFR's Brandt on Macro Markets, Strategy

The transcript discusses the current economic situation, focusing on inflation and the Federal Reserve's potential interest rate hike. It highlights market reactions to the Fed's balance sheet plans and suggests investment strategies ahead of the Fed's policy decision. Additionally, it covers the global reallocation of Russian exposure, with a focus on oil producers like Saudi Arabia.

What is the significance of the hawkish rhetoric from Fed board members?

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What strategies are being adopted by fund managers regarding Russian exposure?

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