RBC BlueBay says ‘boring’ credits blunt oil spikes
Emerging markets chief Polina Kurdyavko warns that a looming energy shock is rewriting the global market playbook and pushing investors toward defensive credits in the unlikeliest of places.
The biggest threat to global markets is no longer just inflation itself, but a prolonged oil price spike that could force a massive shake-up of monetary policy, turning “boring” defensive credits into a safe haven, according to RBC BlueBay Asset Management.
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