Quick-fire interview with AXA IM's Porter: How transition to 'inflationary mindset' could impact bond liquidity

Katrina Lloyd
clock • 1 min read

AXA IM's global head of fixed income John Porter talks to editor Katrina Lloyd about the significant pockets of volatility which could open up as investors move away from a deflationary mindset, and why overinvested assets could suffer the greatest liquidity problems.

He explains why the team is taking a cautious approach moving into 2017 and what this means for portfolio positioning, as well as giving his views on the longer-term implications for bond investors of Donald Trump's victory and the Brexit vote in the UK.

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