Co-Head of Fixed Income
In today’s complacent and expensive bond markets, an active and flexible approach is needed. We look at where the risks and opportunities lie.
Philippe Lespinard, Schroders co-head of Fixed Income, takes a look at how Europe's bond markets will respond to falling inflation and unprecedented ECB stimulus? Whether falling oil prices and an improving labour market will help or hinder US bonds? And what the outlook for emerging market debt looks like?