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Neuberger Berman

2023 Top 500 ranking: 59

Fixed Income Themes for 2023: The Return Of Market Discipline

Fixed Income Themes for 2023

We think the next 12 months are likely to see this cycle’s peaks in inflation, policy tightening, bond yields and market volatility; and troughs in GDP growth, earnings growth and market valuations. But don’t see the pendulum swinging back to the post-2008 “new normal”.

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