2022 Top 500 ranking: 66
It is far too early for taper talk, in our view, but the bias of risk is still toward higher rates to come.
Readers of our latest Fixed Income Investment Outlook may already know that we came into 2021 with three major themes, the first of which was to maintain a laser focus on seeking out yield and income without duration.
Read the latest ‘Weekly Perspective’ now at the link below
As we continue to navigate challenging market dynamics including rising inflation, difficult labor markets, elevated valuations and ongoing geopolitical tensions, investors are considering how to fill their expected return gap.
This year’s recommendation for vacation reading offers a reminder of Ukraine’s millennia-old importance for global trade, helping us understand why today’s conflict could be yet another lasting blow against globalization.
Autumn and winter should bring respite from the northern hemisphere’s punishing summer heatwave, but we don’t think they will ease the inflation temperature.
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