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If Inflation rises quickly and to higher levels (upper right chart)... Emerging Market equities out perform all other asset classes.
If the Fed is able to control the rate of inflation rising slowly (lower left chart)... both Emerging Market equities and Gold lead and only cash is an under performer.
It would be nice to overly (4) interest rate environments in combination with inflation scenarios since the combination of interest change and inflation change seems equally important.
Slides #10 and #11 aremind-blowing (P/E ratio of Top 10 stocks in S&P500 over time; S&P500 valuation disperstion) -- feels like year 2000 all over again.
Lots of other great content that puts the current market environment and rising rates in perspective -- and keeps one grounded.