Richard Clarida
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Recent signals from major central banks suggest challenges ahead with easing monetary policy amid above-target inflation.
Debt levels will likely continue to rise absent policy changes, and the yield curve is likely to steepen.
Gain insights on how investors can adapt to today’s market landscape from a panel discussion at our recent Alternatives Investor Conference.
“Restrictive for longer” is now the mantra as monetary policymakers seek to bring inflation reliably to target.
The Fed chair’s high-profile speech emphasized the central bank’s focus on taming inflation.
High-quality fixed income assets may offer the best return potential in more than a decade along with diversification benefits as a likely recession approaches.
Debt-financed fiscal policy is driving much of today’s high inflation, but as pandemic-era measures fade, central banks will likely return to their key role in managing price levels.
Investing in the Aftershock Economy
Learn how investors can navigate an evolving investment landscape by taking advantage of attractive opportunities, like today’s high starting bond yields.
Secular Outlook: The Aftershock Economy
Markets will likely face more volatility as the global economy exits a period of massive fiscal and monetary support. Listen to our outlook for the global economy and markets over the next five years. Section 1: Key Takeaways Section 2: Secular Theme Section 3: Investment Implications