09 JUN 2022

Central banks addressing Credi(t)bility

News and insights

Monthly Comment | Fixed Income

Spot inflation has reached new highs in Europe but medium-term inflation expectations have come down – credibility has to be deserved.

Cape's universe remains in good shape from a fundamental perspective and the deteriorating growth picture is only slowly feeding into the credit metrics.

The Cape Fixed Income Fund maintains an up-in-quality bias and takes advantage of the recent market weakness.

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