Webkonferenzen

05MAI 2016
9:45

Webkonferenz

Are bond markets right to be pricing in a recession?

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Credit spreads have widened over recent quarters to the extent that they are now pricing in a level of defaults that would be consistent with a recession.

In contrast, equity markets have rallied strongly from the lows reached in the opening weeks of the year.

We assess why this dichotomy has arisen and whether bond or equity markets are a better reflection of economic reality.

 

 

Präsentation

  • Are bond markets right to be pricing in a recession?

    Alan Cauberghs

    Senior Investment Director, Fixed Income

Sprecher

Alan Cauberghs

Alan Cauberghs

Schroders
Senior Investment Director, Fixed income