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인플레이션 전망과 인플레이션이 통화 정책에 미치는 영향은 2023 년에도 계속해서 시장을 주도할 것입니다. 연준이 공격적인 금리 인상으로 인플레이션을 억제하는 데 성공한다면, 그에 따른 성장 둔화와 물가 하락은 퀄리티 높은 채권 솔루션에 유리할 것입니다. 이는 특히 아시아 채권 수익률이 지난 10 년 내 가장 매력적이 되었기 때문입니다.
Watch our 2023 Market Outlook video
Investors need to adjust to an environment where inflation and interest rates remain high.
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