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Our four fixed income themes for 2022

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Navigating the post-pandemic recovery, including broken supply chains and labour shortages, was always going to prove a challenge for investors and policymakers.

Now the exit from extreme policies is drawing closer, a more volatile market environment seems likely next year. In our 2022 Outlook piece, we identify a number of key issues for fixed income investors.

  • Peak inflation concerns
  • Prepare for a bumpy ride - bonds regain defensiveness
  • Credit in 2022 - a good time to get active
  • Climate crisis and the fixed income market