The dangers of going overweight European bonds by default

The Debate

This week our panel discuss the merits of the key global markets

With rising correlation between equity and fixed income markets, Baring Asset Management's Colin Harte, Crédit Agricole's Loic Cadiou and Newton's Stewart Cowley examine the attractions of the major sovereign debt markets. Varying views on the Fed's monetary policy and the issues of consumer debt in the US and the UK, lead to a division on where the three believe the markets are headed this year, but all agree it is duration rather than geography where value can be added. What is your view on the world's four major government bond markets - the UK, the US, Europe and Japan - and which of ...