Recent market stress episodes have driven bond yields to new lows in many markets. With monetary policy now effectively dead, do government bonds still play an important role in defensive portfolios or are there new strategies and assets we can consider? With the recent concerns over increasing inflation, what does this mean for fixed interest as a defensive asset class should market volatility also return?
Vimal Gor, head of bond, income and defensive strategies, Pendal Group
Moderator: Alex Proimos, head of institutional content, Conexus Financial