AMWatch

Surging inflation is forcing big investors to recalibrate their strategies

Wall Street veterans talk tactics as inflation continues to rise.

Photo: Andrew Kelly/Reuters/Ritzau Scanpix

The surge in US inflation is sending some of the biggest names on Wall Street into rethink mode, forcing them to recalibrate strategies that depended on bonds as a shock absorber against equity downturns.

Pacific Investment Management Co., the bond-investor giant that dismissed inflation as a "head fake" earlier this year, now expects price pressures to endure. Both BlackRock Inc. and DoubleLine Capital LP have brought forward their forecasts for the next Federal Reserve rate increase to next year from 2023.

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