On this week's fixed income Conjecture debate, our panelists addressed the likelihood of deflation rather than inflation in the coming months and turned their backs on the chances of a double dip recession.
They also identified areas where there is still value to be found in global bond markets with a particular focus on opportunities in emerging market debt. As the number of strategic bond funds grows, the panel asked what these funds should be delivering and outlined their current portfolio strategies. The Fixed Income panel includes: David Leduc - Director of Global Fixed Income strategies and Senior Portfolio Manager, BNY Mellon Asset Management Markus Graf - Sector Specialist - Fixed Income, Standard & Poor's Michael Story - Product Specialist, Legg Mason affiliate, Weste...
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