Mark Nash, head of fixed income alternatives at Jupiter Asset Management, dives into absolute return
The post-global financial crisis era was marked by low growth and low inflation, largely due to policymaker errors. Central banks were the only game in town and their stimulus proved very supportive for financial assets. In that falling yield world, economic outcomes were poor but incredibly predictable, as central bank liquidity flowed directly into financial assets. Since the onset of the Covid pandemic, however, the policymaking landscape has dramatically changed. Supply chains remain under stress, labour markets are in flux and energy prices are soaring. Fiscal spending is unlik...
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