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BlueBay, Algebris Say It’s Time to Bet on ECB’s Inflation Drive

  • Managers see more volatility, rate hikes to remain in focus
  • Problem with banks ‘isn’t as big’ as feared: Algebris
The European Central Bank headquarters in Frankfurt, Germany.

The European Central Bank headquarters in Frankfurt, Germany.

Photographer: Krisztian Bocsi/Bloomberg

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Even after days of market turmoil, Carmignac Gestion SA, BlueBay Asset Management LLP and Algebris Investments say haven assets are no place to be.