When will bond markets catch up with reality?

Globally, government bond yields have remained incredibly low, despite the cyclical pick-up we have seen in economic growth in recent times. Nowhere is this more evident than the Eurozone, which continues to post strong economic data. We believe bond markets need to catch up with the fundamental reality.

David Arnaud

David Arnaud

Senior Fund Manager, Fixed Income

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Unemployment, wage inflation & the ongoing puzzle

Historically, inflation has tended to be correlated to the strength of the labour market. As unemployment decreases, the pool of available labour shrinks, enabling workers to demand higher wages. This feeds through to the overall price level, putting upward pressure on inflation. Today, however, we are seeing a puzzling global macroeconomic backdrop.

Craig Rippe

Craig Rippe

Head of UK Equities

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