Sommaire
- The Bank of Japan raised policy rates after many years, ending the era of negative interest rates.
- However, banks such as the Federal Reserve (Fed) and Bank of England are looking to cut rates this year, if inflation returns to their targets.
- These divergences in global economy and central bank policies may present opportunities in bonds and equities.
Actionable Ideas
- Global government bonds
Upcoming interest rate cuts and regional divergences could create opportunities for global fixed income investors.
- Global quality credit
Resilient global economic outlook, prospects of cut rates from Fed and European Central Banks should support high quality credit.
Key Dates
27 Mar Eurozone Economic |
28 Mar |
29 Mar USA, Core PCE Inflation |