Bond markets have sold off aggressively in the past few months. The election of President-Elect Donald Trump is seen as an antidote to 'secular stagnation', that will provide a reflationary boost to both the US and the world economy, writes James Penn, senior portfolio manager at Thomas Miller Investment.
Accordingly, a number of market participants are anticipating the end of the 30-year bond bull market. But is that judgement premature? In truth, it has been a difficult time for bond market investors...
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Moves to overweight equities and fixed income
Industry Voice Sponsored by T.Rowe Price: With market volatility likely to persist and the US dollar potentially near a peak, prudent investors may want to position their portfolios to take advantage of assets that have historically performed well late...
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