Ashok Bhatia, CIO and global head of fixed income at Neuberger Berman, says global bond markets are pricing a new rate cycle rather than a fiscal crisis. Bhatia says the divergence in policy rates across the US, Europe, Japan and the UK is where fixed income investors can find the opportunity.
Source: Neuberger Berman.
Prepared with AI assistance from the cited source. Source statements are attributed; this is not investment advice.