
Seven Themes to Monitor in the First Half of 2022
These are the seven major themes influencing positioning across our fixed income portfolios in the first half of 2022.
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These are the seven major themes influencing positioning across our fixed income portfolios in the first half of 2022.
We see scope for continued global equity gains as the impacts from Covid, policy stimulus and inflation diminish.
Now that yields have reset higher, bonds are positioned to protect portfolios while delivering higher income.
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