As the U.S. economy recovers from the COVID-19 pandemic, investors are assessing the changing fixed income landscape. While much of the uncertainty has eased, we await the next turn of the markets. In the meantime, we are carefully monitoring three elements: inflation, Fed policy and global yields.Together these factors should result in only modestly increased rates over the balance of the year. In this environment, a broad range of credit sectors may continue to perform, and active management makes a difference.
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