The Outlook for 2024: Higher Inflation and Rates

The CEO of Peejum discusses the expectation of higher inflation and rates in the coming years. He believes this is a positive shift, as it will provide better returns for savers and lead to a healthier balance between savers and investors. The CEO predicts a rotation into credit, with institutional and retail investors moving away from riskier assets and investing more in public fixed income markets. As money is drawn out of money market funds, there will be increased investment in public fixed income markets, as well as a growing focus on private credit opportunities.