High-quality bonds for now, pivot into riskier assets later this year
We are focused on higher quality instruments as we believe risk assets now extrapolate a growth environment that is more benign than what we predict. With continued volatility, we expect to see better opportunities to re-risk later this year.
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The views and opinions contained herein are those of Schroders’ investment teams and/or Economics Group, and do not necessarily represent Schroder Investment Management North America Inc.’s house views. These views are subject to change. This information is intended to be for information purposes only and it is not intended as promotional material in any respect.
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