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Inflation Hedges: Fact and Fantasy
by Gene Podkaminer, Chris Ratkovsky of Franklin Templeton, 8/23/22

Equity markets have clearly taken notice of rising inflation—and not in a good way.

Asset Class Implications of the Russia-Ukraine Conflict
by Gene Podkaminer, Chris Ratkovsky, Miles Sampson of Franklin Templeton, 2/28/22

Russia has invaded Ukraine.
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