Global bond markets already faced challenging times before the conflict in Ukraine, but they at least had a clear expectation to work with: the prospect of firm central bank action to tackle rising inflation. Geopolitical developments have upended the calculus, undermining inflation and growth forecasts and weakening the fundamentals across the board for the foreseeable future.
Listen to the podcast with Olivier De Larouziere, chief investment officer – global fixed income, and chief market strategist Daniel Morris as they discuss risk and exposure reduction strategies, the need to monitor market liquidity closely and be mindful of diversification, and the implications for sustainability-linked and emerging market bonds.
Formerly known as ‘Market weekly’, Talking heads brings investors the in-depth insights on topics that really matter to them, analysis of the world and markets through the lens of sustainability and more great conversations with investment experts.
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