Earnings momentum and a change in central bank tone

Aegon Asset Management
By November 23, 2021 12:26

Earnings momentum and a change in central bank tone

Supply chain constraints and higher input prices has led to worries that the transitory inflation story may last longer than anticipated. Markets have now become concerned that higher-than-expected inflation may incentivize Central Banks to increase the speed of future monetary tightening, which has resulted in a rise in yields. Spreads in credit remain compressed but offer more upside than rates …

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Bas Smit
Business Development Manager, Netherlands
Tel: +31 6 12 27 62 73
bas.smit@aegonam.com

Jeroen van Wilgenburg
Business Development Manager, Netherlands
Tel: +31 6 51 35 24 20
jeroen.wilgenburg@aegonam.com

Aegon Asset Management
By November 23, 2021 12:26

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