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      "text": "Short-term: markets are hopeful Goldilocks is on her way back; This narrative could be disrupted by persistent inflation, or further banking turmoil. Medium-term: the pandemic and energy crisis have changed the regime; Austerity is over; Stable, ultra-low inflation is over; Zero/negative interest rates are over; Performance led by assets that require a zero discount rate is over. Investment implications: Make good use of fixed income now yields have reset, staying quality for now; Consider medium-term rotation from Growth to Value and better diversification by region; Think beyond bonds for diversification, making use of alternatives for inflation protection.",
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