Strategic Fixed Income: a big regime shift in inflation? No.
- 05 mins 59 secs
In this video, the Co-Heads of Strategic Fixed Income, John Pattullo and Jenna Barnard, share their assessment of the impact of rising inflation expectations in developed markets and whether higher inflation will take root. Despite the general market assumptions for higher inflation in the developed world, the team expect interesting opportunities in government bond markets in the coming months.