Credit Rendezvous: ready and waiting

By Dan Alderson, Charlie Dinning, Michelle D'souza, Tanvi Gupta, Sayed Kadiri & Hugh Minch

In Creditflux's quarterly review of credit, portfolio managers tell us that Inflation is likely to nudge higher but they are optimistic because dispersion will pick up and windows of volatility will emerge, rather than elongated phases of stress 

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