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Q1 2024 - Active Insights: Inflation – out of the woods yet?

L&G

Since the start of the year, investors have well and truly adopted the US soft-landing narrative – believing that inflation can be tamed without severely impacting the prospects for US growth. While, as a house, we have pared back our expectations for a US recession until later in the year, the Active Fixed Income team continues to question whether inflation really is yesterday’s problem?

L&G

Wednesday 28th February 2024

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