4th October 2022

AXA IM: Be patient, get paid

Central banks are far from declaring victory over inflation. They need demand to slow. They need a recession. The bond market believes inflation will fall eventually, but the message is clear. Short-term, rates are still going up and picking the top is a bit of a gamble. Best to restrict risk exposure and benefit from higher yields at the short-end. The risk rally – or at least one that has real legs – is in the future. Be patient until the rate cycle tops out.

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