Sustained higher inflation is here to stay. Our team analyzes its impacts to equip investors with the right defenses.
Inflation remains the player to watch this season when considering the market environment ahead. Our experts anticipate inflation will continue to rise further in Q1, with eventual moderation by the end of 2022 (yet still at far above average).
So, what does this mean for the economy, the market, and investors? Chief U.S. Economist Lara Rhame and Kara O’Halloran map it out in their inflation playbook.
As 2022 approaches, we walk through Chief U.S. Economist Lara Rhame’s 10 big macro ideas for next year.
As we head into 2022, the market in general appears quite strong, but there will likely continue to be significant dispersion, offering investors the opportunity to outperform.
The solid backdrop for credit sets the scene for compelling returns. It will be a credit-picker’s market, and we look to high yield bonds and senior secured loans as areas of continued opportunity.