European Central Bank

Investors say they will continue to buy high yield bonds despite perceived risk

Central bank concerns

35 years on

When the relationship between two well-observed and liquid variables in the bond markets reaches multi-year wides, it warrants attention.

Rising inflation a risk

Political concerns remain

Markets have benefitted from a co-ordinated global recovery, led by central banks operating in a synchronised manner.

Could result in significant amount of disruption for markets

Headwind from euro strength should abate

Euro a headwind