Opportunities in Credit Whitepaper
Credit markets in 2024 will be dominated by the path of central bank interest rates. Markets have priced in cuts from major central banks, but the timing and depth of those reductions is hotly debated.
Key to the path of rates will be inflation and economic growth and here too opinion is divided over the likelihood of stagnation or recession. Official data is still mixed, with Europe still hovering around economic stagnation and inflation still capable of springing surprises, such as the unexpected uptick
in UK CPI to 4% in December.
Participants include:
Pacific Asset Management, Union Bancaire Privee, Cambridge Associates, Canaccord Genuity, Scottish Widows & XPS Pensions Group
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