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Juhi Dhawan Profile
Juhi Dhawan, PhD
Macro Strategist
Boston

Insights By Juhi Dhawan

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Article
Top of Mind Inflation Asset allocation Monetary policy Multi-asset USA Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Will the Fed send the US economy into a recession?
Multi-Asset Strategist Adam Berger and US Macro Strategist Juhi Dhawan consider the broad impact of Fed rate hikes and how asset allocators should respond.
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Adam Berger
Adam Berger, CFA
Juhi Dhawan
Juhi Dhawan, PhD
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Article
2023-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Quick Take
Inflation Interest rates Monetary policy Value vs growth Equity Fixed income Quick Take
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
US inflation risk, angry bondholders, and silver linings
Here are quick thoughts on some common questions I’ve been asked recently about Fed policy, yields, the US dollar, and financial markets.
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Juhi Dhawan
Juhi Dhawan, PhD
event
Quick Take
2023-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1215603381
Event replay
APAC Multi-asset Inflation Geopolitics Volatility Event replay
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2022 Asia Investment Forum: Investment strategy in a shifting world
Three megatrends will transform Asia’s investment landscape over the coming year, concur Wellington’s strategist panel.
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Multiple authors

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Event replay
2023-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Macro and market
A revival in US investment spending: Implications of the Biden infrastructure plan
US Macro Strategist Juhi Dhawan discusses six key themes in the US infrastructure proposals, from shovel-ready projects to modernization of the power grid, and considers the broad economic impact and potential for unintended consequences.
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Juhi Dhawan
Juhi Dhawan, PhD
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