Khosrork Context In the past couple of years, investors have gone through some fundamental swings in the economy and the assumptions, which are driving portfolio risks and returns. It started with the outbreak of COVID-19 after which the Fed Funds Rate dropped to zero It was later followed by a huge uptick in inflation, which in turn triggered very steep interest rate hikes in a condensed period of time. The latest structural dynamics or a topic about which investors were constantly chatting about was the p ...