Natalie Trevithick, Director and Head of Investment-Grade Credit, Payden & Rygel, writes that the major macro trends that the market is currently focused on are primarily inflation, the employment picture, and US gross domestic product.
The inflation shocks of the second half of 2022, have, for the first time in a generation, prompted renewed enthusiasm among pension fund managers for fixed-income investments, according to Payden & Rygel, one of the largest privately-owned global investment managers.
New research from European ETF provider Tabula Investment Management reveals that over 90 per cent of European institutional investors and wealth managers surveyed are concerned about inflation.
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