Веб-конференции на английском языке

05MAY 2015
9:45

Webconference

Are bond markets right to be pricing in a recession?

This event has ended

You can download the presentation slides or watch the presentation recording below

About

Credit spreads have widened over recent quarters to the extent that they are now pricing in a level of defaults that would be consistent with a recession.

In contrast, equity markets have rallied strongly from the lows reached in the opening weeks of the year.

We assess why this dichotomy has arisen and whether bond or equity markets are a better reflection of economic reality.

Presentation

  • Are bond markets right to be pricing in a recession?

    Alan Cauberghs

    Senior Investment Director, Fixed Income

Speakers

Alan Cauberghs

Alan Cauberghs

Schroders
Senior Investment Director, Fixed income