By Jenna Barnard, CFA
Jenna Barnard, Co-Head of Strategic Fixed Income, shares her latest views on the bond market, explaining what she sees as possibly the early innings for an intermediate, cyclical, sovereign bond bull market.
Transcript
Jenna Barnard: It is Thursday, the 14th of March, and I wanted to provide an update on the bond market from the Strategic Fixed Income desk. The first thing to say is that we remain bullish on duration. Longer-dated interest rate risk in the developed economies looks an attractive place. Growth is slowing, inflation is slowing and