11 JAN 2022

Global Central Banks Turning Hawkish

News and insights

Key Points

High conviction positions contributed to the positive performance into year-end

2022 - a year of normalization and transition & credit beta likely less of a performance driver

Omicron has pro-inflationary elements; we see good value in certain corporate hybrids amid demand-driven inflation

Impact on credit spreads from the PEPP exit is far from imminent

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