Wednesday, July 17, 2019

The importance of income today (and our bond market views)

Central banks are shifting toward monetary easing, as they seek to cushion a global growth slowdown sparked by rising trade tensions. This policy pivot should extend the long expansion, we believe, creating a supportive backdrop for income-generating assets. We see income, or carry, as the key driver of bond market returns in today’s low-for-long world, […]

source https://thebtrader.com/2019/07/18/the-importance-of-income-today-and-our-bond-market-views/?utm_source=rss&utm_medium=rss&utm_campaign=the-importance-of-income-today-and-our-bond-market-views

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