20th March 2023
Allianz Global Investors: Fixed income outlook: harnessing a higher-for-longer conviction
A shifting outlook for inflation, interest rates and economic growth is creating a complex market environment. But we think investors may now be starting to come around to our belief that interest rates are likely to have to stay higher for longer to tame sticky inflation. With the prospect of further near-term market instability, investors may want to consider remaining flexible and deploying their risk budgets tactically and incrementally.
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