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February 2, 2022

Bilboard

BILBoard February 2022 – Monetary tightening shifts up a gear

2022 got off to a turbulent start with anxiety about inflation taking centre stage. Inflation is now above central bank targets in all but a few major regions, and a global tightening cycle is kicking into gear as they try to bring it back down into their comfort zones. As such, rates are beginning to resist gravity, and while their direction is important for almost every asset class, what is even more crucial is the speed of their ascent. Click on the following links to discover how we are positioning our portfolios in such a context:

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