Investing in a rising rate environment – Flexibility is key
Over the last 2 years, we have seen both one of the sharpest economic declines (COVID crisis) and fastest economic recoveries in modern history. One of the key considerations investors need to think about in 2022, is how to position themselves in this rapid advancing business cycle. In 2022, we expect to see above-trend (albeit slowing) growth and moderating inflation prompting a still gradual tightening in DM monetary conditions. We will be presenting how we translate our views for 2022 to our portfolios and which PIMCO funds are positioned well to thrive in this market environment.