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Persistent inflation prompts pension funds to ditch government bonds

Macro · Jul 5, 2026 · Google News
Persistent inflation prompts pension funds to ditch government bonds
inflation-cpiinterest-ratesfed-policyrecession-macro

This signals a shift in institutional investment strategy away from traditional safe havens, indicating concerns about the long-term erosion of fixed-income returns and potentially increasing demand for inflation-hedging assets.

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