Are we there yet?
A consistent theme in recent months has been investors trying to predict signs of peak inflation, hoping that Central Banks will then soften their existing approach to rate hikes. However, as August’s US inflation showed, price levels remain elevated, as rising shelter and food costs offset a drop in gas prices. This led to a sharp sell-off across risk assets, with those of longer duration once again suffering the brunt. Read more in our quarterly investment update.
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