Robin Xing of the financial services firm says that’s despite “some increased mentioning of security” at the 20th Party Congress of the Chinese Communist Party.
Janet Li of the consultancy says that if the pace of rate hikes exceeds market expectations, there will probably be further strains on liability-driven investing portfolios.
Lotfi Karoui, Chief Credit Strategist at Goldman Sachs says cash has been reintroduced as a “very attractive value proposition” gives his take on real yields, markets and central bank movements.