CVC Credit Partners' Pieter Staelens: Rising concerns about defaults are overblown and inflation is here to stay

'Hard to draw clear conclusions'

clock • 4 min read

As the world navigates a period of disruption, volatility and uncertainty, the like of which has not been seen for many years, advisers and investors must battle through geopolitical turbulence and inflationary pressures to deliver income and growth for clients.

There are ongoing wars in Europe and the Middle East, while half the world is electing new governments in 2024. On top of that, the world needs to invest huge amounts of money in cleaner and more sustainable energy sources.  Deep Dive: Multi-asset managers split on benefits of US Treasuries The situation is even more worrying when you account for the fact many Western nations are contending with shrinking labour supply due to inverted population pyramids, where more people retire each day than enter the workforce. These ageing populations will also add to pressure on healthcare an...

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