Recent interest rate jitters have awoken the bond market again. This session features asset owners on fiscal dominance taking over from monetary policy, inflation pressures, valuations in developed bond markets, emerging market bonds, credit spreads, the lack of defensiveness in fixed income and their portfolio allocation today.
George Lin, senior investment manager, Colonial First State
Tracey McNaughton, chief investment officer, Escala Partners
Moderator: Alex Proimos, head of institutional content, Conexus Financial