Inflation levels not seen in more than a generation have triggered this year a repricing of the financial markets, most particularly in the fixed income world. The era of low or negative interest rates has come to an end. Meanwhile, whilst inflation has moved higher, growth rates have slowed and the extent of the Central banks’ commitment to fighting inflation is being questioned. This new market context and uncertainty has caused huge moves in the bond markets so far this year, but signs are now pointing to the beginning of a second stage; a period of stabilisation.
Swaha Pattanaik talks to Vincent Mortier, Amundi Group Chief Investment Officer, and Monica Defend, Head of Amundi Institute, to discover what’s been going on and if the recent rises in yields mean now is the time to go “Back to Bonds”?
To go further, discover the related article
After the great repricing, is it time to...
-
Outerblue Convictions – Global Investment Views: The late-cycle environment continues to play out
-
Outerblue Convictions - Global Investment Views: Market debate rages on
-
Outerblue Talks Research – The rise of AI: Will it increase economic growth?
-
Outerblue Talks Social: Exploring perceptions of equal opportunities with Romina Boarini, OECD