Thanks for listening to our podcast, Nico's market notes. In this episode, ther first in English, we will discuss about uncertainties around inflation and recession timings, and subsequently how long and how much will central banks hike. Moreover, we will discuss about the income opportunities offered by fixed income (but it seems early to jump back into the asset classes), ways to defend your portfolio inside equity styles and finally what stablecoins provide in terms to portfolio differentiation.

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