- Last week the US fixed income markets felt pressure with rising bond yields, drivers being the Fed and the market participants. We also saw non-farm payroll numbers released, showing an increase in numbers in employment in sectors most effected by COVID 19 such as hospitality, travel and leisure. - Goodbody is expecting an increase in inflation, delivering profit growth with central banks remaining relatively accommodative.- Small changes expected in fixed income market moving some exposure over to the US. Looking at the Equity market, at the structural growth sectors and exploring new opportunities as turmoil in the bond markets is expected to pass.

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