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Are bond investors in the optimistic zone?
- Investment Management
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- 14.11.23
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There seems to be data that supports and also undermines the case for all three of the potential landing scenarios, says abrdn. Investors are in a window of optimism where inflation is coming down, growth is good enough, and you have this kind of latching on to this soft-landing narrative that's pervasive across markets right now. Unfortunately, that window won't stay open forever and we do think that that next wall of worry, which we're likely to see over coming months, is going to be focused around growth. And that's where the likelihood of a recession, starting to see corporate earnings come...