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Bond Fund | Softer-than-expected US CPI date give hope for a Fed pivot

December 16, 2022

“The typical easing of market activity into year-end may provide a tailwind for spreads, encouraging us to stay overweight corporate credit, but with a bias to high quality.” — Alexandre Morin

 

Key Takeaways:

  • The markets rallied after softer-than-expected US CPI data rekindled hopes of Fed pivot.

  • The markets remain driven by central bank actions and volatility persists.

  • We are long duration and long credit to finish the year.

Read the full article

 

 

 

Alexandre Morin, CFA
Senior Director, Portfolio Manager, Fixed Income, iAIM

 

 

Topic : Portfolio Managers

Written by iAIM

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