All eyes remain on the data as we approach 2023 but we are expecting fundamentals to become more influential as the year unfolds.
Fixed income investors must remain flexible in their thinking and dynamic in their positioning to get the most out of the new year's markets. 2023 Macro watchpoints US Inflation was the headline topic for 2022 and its prominence will not diminish as the calendar year turns. However, we expect the mood to shift. The consensus expectation is that US inflation has peaked and should begin to ease - with this view supported by the 7.7% October CPI number, which showed the smallest 12-month increase since January and a sharp drop from September's 8.2% figure. As I write this piece...
To continue reading this article...
Join Investment Week for free
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes