Three bond themes for a changing macroeconomic backdrop
Mike Amey, Portfolio Manager at PIMCO
PARTNER INSIGHT: Markets entered 2018 with the wind at their back: investors saw double-digit equity returns, strong momentum and expectations that the synchronised global growth and corporate earnings recovery would continue. However, as recent volatility suggests, some storm clouds could be gathering.
Markets entered 2018 with the wind at their back: investors saw double-digit equity returns, strong momentum and expectations that the synchronised global growth and corporate earnings recovery would continue....
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