Market’s view of transitory inflation in the US may be premature

Capital Group
By July 22, 2021 10:31

Market’s view of transitory inflation in the US may be premature

Key takeaways

  • Treasury yields and Treasury Inflation-Protected Securities have moved lower, despite higher inflation.
  • Fed officials now project two rates hikes by the end of 2023 and appear to be ready to begin tapering of its asset purchasing program as early as September.
  • Given rate hikes are unlikely before the end of 2022, our US rates team prefer investing in the front end of the yield curve with maturities of two years or less.

Asset Manager

Capital Group is one of the largest and most experienced investment management companies in the world

Capital Group is in 1931 opgericht in de Verenigde Staten en een van de grootste onafhankelijke vermogensbeheerders ter wereld met een actief beheerd vermogen van meer dan $2,1 biljoen. We doen alleen vermogensbeheer. Al 90 jaar is het ons primaire doel om een consistent en superieur resultaat te realiseren voor langetermijnbeleggers.

Website:capitalgroup.com

Feike Goudsmit
Managing Director, Institutional
Tel: +31 (0) 20 797 7575
E-mail: feike.goudsmit@capitalgroup.com

LinkedIn: capital-group-europe

Capital Group
By July 22, 2021 10:31

SEARCH