Preparing for the Growth Shock: Bond Markets After the Rate Shock
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This report discusses how the tightening of monetary policy and inflation have affected fixed-income markets and business models, leading to tighter financial conditions that are likely to continue.
The report also explores potential areas of strain for investors, such as the credit market and leveraged loan market, which may face lower recoveries and a quicker maturity wall. The report concludes that investors should be prepared for an environment of elevated rates over the near term. Read the full report for more insights.
