Global Fixed Income Views 3Q 2022
Sub Trend Growth is now our base case scenario, at 45%. We cut our expectation of Above Trend Growth to 20%, increased Recession to 25% and left Crisis at 10%. Our best idea: high quality, short-duration bonds, in particular short-dated investment grade corporate bonds and securitized credit.
More Fixed Income Insights
Rising rates: Managing liquidity through periods of rising interest rates
Considering the current market juncture and its potential impact on liquidity management and fixed income portfolios, we believe analyzing historical rising rate periods can provide a valuable perspective to investors.