Strategic Thinking – November 2022

15. Dezember 2022

In the latest edition of Strategic Thinking, Colin Finlayson shares his thoughts on Central Banks being open to the idea of moving from oversized jumbo rate hikes into something more normal in the coming months and what this means for the Fixed Income markets outlook. He also provides an update on current portfolio positioning and the benefits of a flexible, unconstrained investment approach when trying to take advantage of the opportunities offered by the current environment.

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