Q1 2022 Fixed Income Survey: Inflation's Grip Tighter Than Expected

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Summary

  • Now, more than two-thirds of managers expect core inflation to stand between 2.5% and 3.5%.
  • Managers sense the end of the deleveraging trend that was observed in 2021.
  • Global leveraged managers believe that the upside remains limited, with no expectation of spread tightening.

Inflation Illustration

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What happens to interest rates and asset class preference in a changing policy environment?

In this latest survey, 60 leading bond and currency managers considered valuations, expectations and outlooks for the coming months

In the

Q1 2021 fixed income survey charts

US core CPI/US CPI inflation (Author)

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