The key issues facing bond markets by Vimal Gor, Head of Income and Fixed Interest, BTIM
In his June monthly newsletter, Vimal Gor from BT Investment Management outlines the key issues facing the bond market. BT is a top 3 performing Australian bond fund in our tables over the last 12 months. The global reflation trade has no legs but the bond sell-off probably isn’t done Inflation is starting to rise on the surface but the deflationary impact of China’s excess supply will continue to...