Pilar Gomez-Bravo: Is the defensiveness of bonds reliant on quantitative easing?

History teaches that the solutions to debt deflation are inflation, confiscation, endemic low growth or war. Will further stimulus from the fiscal side delay the full extent of the deflationary output gap? As part of a balanced portfolio, are long-term Treasury bonds still a valuable holding as the path to 0% remains a probable scenario? And what are the risks of high yield and investment-grade at this time? View Pilar’s presentation slides here Speaker: Pilar Gomez-Bravo, director of fixed income – Europe, MFS Moderator: Laurence Parker-Brown, content producer, Conexus Financial[vc_empty_space height=”10px”]

Further reading

Good yield hunting Investing in the twilight zone[vc_empty_space height=”10px”]

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