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M E M O R A N D U M Date: April 29,
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Recent Investment Performance Barro
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Additional Considerations Barrow Ha
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For example, as of the most recent
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Q1 - 2013 Preliminary Recent Invest
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Q1 - 2013 Preliminary Periods endin
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Q1 - 2013 Preliminary Fixed Income
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AGENDA ITEMS Section Tab Current In
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THE CURRENT INTEREST RATE ENVIRONME
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THE CURRENT INTEREST RATE ENVIRONME
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THE CURRENT INTEREST RATE ENVIRONME
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THE CURRENT INTEREST RATE ENVIRONME
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THE CURRENT INTEREST RATE ENVIRONME
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SECTION 2 LOOKING FORWARD Source: W
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LOOKING FORWARD: INTRODUCTION r •
- Page 54 and 55:
LOOKING FORWARD: POSSIBLE OUTCOMES
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POSSIBLE OUTCOMES: ALTERNATIVE SCEN
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POSSIBLE OUTCOMES: ALTERNATIVE SCEN
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POSSIBLE OUTCOMES: ALTERNATIVE SCEN
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POSSIBLE OUTCOMES: ALTERNATIVE SCEN
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POSSIBLE OUTCOMES: ALTERNATIVE SCEN
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POSSIBLE OUTCOMES: ALTERNATIVE SCEN
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POSSIBLE OUTCOMES: ALTERNATIVE SCEN
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POSSIBLE OUTCOMES: ALTERNATIVE SCEN
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POSSIBLE OUTCOMES: ALTERNATIVE SCEN
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POSSIBLE OUTCOMES: ALTERNATIVE SCEN
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POSSIBLE OUTCOMES: ALTERNATIVE SCEN
- Page 78 and 79: LOOKING FORWARD: CONCLUSIONS r •
- Page 80 and 81: INVESTMENT OPTIONS r • In light o
- Page 82 and 83: INVESTMENT OPTION 2 r • Option 2:
- Page 84 and 85: INVESTMENT OPTION 4 r • Option 4:
- Page 86 and 87: INVESTMENT OPTION 4-A r • Option
- Page 88 and 89: INVESTMENT OPTION 4-B r • Option
- Page 90 and 91: INVESTMENT OPTION 4-C r • Option
- Page 92 and 93: CONCLUSIONS r • There are a few a
- Page 95 and 96: Considering a Real Return Class Eas
- Page 97 and 98: Defining Inflation • Inflation is
- Page 99 and 100: Expert Views 5
- Page 101 and 102: Expert Views: Inflation Doves • B
- Page 103 and 104: Expert Views: Inflation Doves The E
- Page 105 and 106: Expert Views: Inflation Hawks • B
- Page 107 and 108: Expert Views: Inflation Hawks The E
- Page 109 and 110: Expert Views: Summary • Experts a
- Page 111 and 112: Institutional Investor Response •
- Page 113 and 114: Modeling the Real Return Class •
- Page 115 and 116: Modeling the Real Return Class •
- Page 117 and 118: Implementing a Real Return Class
- Page 119 and 120: Appendix 25 25
- Page 121 and 122: Modeling a Real Return Class SUMMAR
- Page 123 and 124: A Brief Description of Global Infla
- Page 125 and 126: A Brief Description of Absolute Ret
- Page 127: A Brief Description of Absolute Ret
- Page 131 and 132: A Brief Description of Oil & Gas RE
- Page 133 and 134: A Brief Description of Oil & Gas RE