Bond yield concerns? Healthcare could be just what the doctor ordered

The cure for what ails the markets

clock • 3 min read
Ian Jensen-Humphreys of Quilter Investors
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Ian Jensen-Humphreys of Quilter Investors

It's fair to say markets are experiencing a few post-pandemic jitters. Unlike for you and I, the prospect of normality has, paradoxically, given markets the fear that inflation could be on the horizon as economies across the world unlock and consumers are unleashed once again.

This fear is behind the sell-off in bond markets, which has also spooked equity markets and led many investors to reconsider their portfolios for a post-pandemic future. Although we have seen some stability...

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