Global Fixed Income Strategy

Strategy Report

Contagion Vs. Reflation: The Battle Of 2020 Rages On

30 Jun 2020

BCA Research | Global Fixed Income Strategy

Global Fixed Income Strategy, US Bond Strategy, Foreign Exchange Strategy, and Commodity and Energy Strategy.

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Contents

Executive Summary / Insight
Duration Allocation: A Non-Inflationary Growth Recovery – But With Higher Inflation Expectations
Corporate Credit Allocation: Keep Buying What The Central Banks Are Buying
Footnotes
Duration
Regional Allocation
Spread Product
Global Bond Yields
Historical Returns

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Topics covered

Asset Allocation High-Yield Recession-Hard/Soft Landing Valuations Corporate Bonds Economy Financial Markets Monetary Policy Developed Countries Euro Area Europe Inflation Protected United States Fixed Income