Strategy Note /

Fixed income strategy: 2022 outlook

  • Covid will continue to be a dominant theme, with EM grappling with the impact for longer due to slow vaccination rates

  • Dominant theme for markets will be high inflation and monetary tightening, with many EM central banks ahead of the curve

  • But EM asset volatility still likely; worst is behind us with policy normalisation priced in but domestic risks remain

Fixed income strategy: 2022 outlook
Patrick Curran
Stuart Culverhouse
Stuart Culverhouse

Head of Sovereign & Fixed Income Research

Tellimer Research
16 December 2021
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