DGT - Global Debt Outlook Q3 2020: Evaluating The 4 Ps (Pandemic Policy Pricing And Portfolios)
By Hemant Baijal, Head of Multi-Sector Portfolio Management, Global Debt Senior Portfolio Manager
We believe the immense global fiscal and monetary response to the coronavirus pandemic could continue to provide very attractive opportunities within global fixed income markets.
The first half of this year has been dominated by the spreading coronavirus pandemic and the policy response to it. The latter has been overwhelming; both monetary and fiscal policy are fully engaged in developed countries while monetary policy is leading the charge in emerging markets.
This immense policy response has been well-documented, and its impact on