Conjecture: Economic Outlook

Click here to listen to this debate on demand Click here for Conjecture Dead cat Bounce or the New Bull market? The strong rally in most asset classes in the first three months of the year has surprised and confused many investors. How long will it last? Or is it just a dead cat bounce before another major correction or the start of a long term bull market for equities? The start of the year has also been good for investors in high yield bonds, but what about gilts, which was last year's big surprise? And will there be a return to strong performance for emerging markets after ...