Talking Markets – Premier Miton (Ireland) Global Dynamic Credit Fund

What will steer bond markets in the months ahead? Lloyd Harris, Fund Manager of the Premier Miton Global Dynamic Credit Fund, shares why he believes the US is poised to stimulate both the economy and markets, and what this could mean for interest rates, credit spreads and bond valuations. He also considers the geopolitical risks currently sitting in the background, how these could feed through into higher commodity prices, and why that matters for inflation and bond investors.