The changing economic landscape is unsettling a bond market that had grown accustomed to low yields throughout the post-recession expansion. But, the trajectory has clearly changed. Global reflation is gaining traction, central banks are hiking rates and governments are spending and borrowing again.
So, what is the game script for the current bond markets and how can investors take advantage of the changing environment?
Download the latest in-depth commentary from Aubrey Basdeo, BlackRock’s Head of Canadian Fixed Income, for insights on the Canadian and global fixed income markets.