10 FEB 2022

Ready to Hike

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Monthly Comment | Fixed Income

January 2022 will be remembered as a weak month with a broad-based correction for risky assets (excluding a few “value” names). Hawkish Central Banks have completely taken over the centerstage of volatility in market beta, resulting in a surge of short-term rates and a flatter yield curve.

At the time of writing, the Fed signaled a more aggressive hiking path than during recent cycles; the ECB put rates on hold while acknowledging the unanimous concern on inflation and a policy recalibration will be held in March; the BOE hiked by 25bps with a few participants voting for a 50bps step up.

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