Cam and Kirsten join to discuss a not-so-ideal backdrop with news that might alarm remaining Europe-centric (politics vs central banks, energy prices, Germany inflation hits double digits) and aggressive responses to dial down risk as investors pulled money out of Europe Bond and Equity and Emerging Markets Bond Funds. Flight to safety held in US and Japan dedicated Funds and income-related funds stayed the best-in-class, while volatility in the FX market comes as no surprise with geopolitical and climate issues weighing in. Wrapping up with comments on the countdown to the Chinese Communist Party's 20th Congress and how investors are reacting.
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