- With the economic recovery undeniably ramping up, we ask managers for their thoughts on valuations in the markets.
- While lockdowns were protracted affairs for so many of us, the economic recovery has been astoundingly rapid in many parts of the world.
- Regardless of the shift in tone from the Fed and survey participants’ concerns around potential inflation, it is clear that managers’ outlook for most credit is relatively stable, but with a preference for the higher yielding segments.
For further details see:
Q2 2021 Fixed Income Survey: The End Of The Pandemic Within Sight