Raymond Sagayam (Chief investment officer fixed income - Pictet Asset Management) remains optimistic about fixed income's prospects in this Q&A session from the turn of the year.
2016 saw a number of pivotal moments, including; Brexit, the election of Donald Trump, huge flows of immigrants into Europe, and a surge in extremist political factions. The repercussions of these significant events and themes will affect markets during 2017.
European government bond yields have risen markedly since the beginning of fall 2016. But "this time, it's different," or at least it should be. Indeed, the landscape of the eurozone economy has dramatically changed since the 2010-2012 sovereign debt crisis.