We believe now is a good time to ready bond portfolios
for global reflation.
We believe now is a good time to ready bond portfolios
for global reflation.
Not exact matches
Bottom line: We see the current bout of
reflation having a bigger impact boosting activity in China and EMs, helping the
global reflation story play out
for longer.
BlackRock's base case
for 2017 is that U.S. - led
global reflation will accelerate, bond yields will gradually move higher and returns will remain low, as we write in our 2017 Global Investment Ou
global reflation will accelerate, bond yields will gradually move higher and returns will remain low, as we write in our 2017
Global Investment Ou
Global Investment Outlook.
Global reflation should be positive
for emerging market economies, yet the potential fallout from a stronger U.S. dollar keeps us cautiously selective.