(Harvest) The global fixed income market is increasingly complex and erratic. We live in an overly indebted, overly obligated world, with a growth rate that is slower than we are used to. Central bank activism, very low or negative rates, the threat (even if remote) of deflation and increased regulation have contributed to violent market responses—exacerbated by yield-seeking investors who have been forced out on the risk spectrum and away from their natural habitat. Andrew Johnson shared factors he and his team are focused on in this unique market environment, as well as their potential investment implications.
Navigating Shifting Risk Sentiment in a Low Growth Environment
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