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Markets are pricing a lasting deflationary and low discount rate environment, and the ability of monetary and fiscal policies to continue to feed the “financial multiplier,” hence keeping a positive momentum of policy support. This support generates a certain dispersion of returns that offers opportunities for relative value play. This is the game investors should play as long as the policy mix keeps markets in a relative calm. Listen to Monica Defend, Global Head of Research, to discover the asset allocation views of October, in this new episode of Blue Convictions.