Amid global market volatility and potential economic shifts, understanding inflation's impact on bond markets is pivotal for informed investing. This episode delves further into this topic with a focus on developed markets such as the U.S. and Eurozone, exploring the potential path of rate cuts, the attractiveness of bonds versus cash, and how a reflation scenario could impact investment strategies. This episode features PGIM Fixed Income's Katharine Neiss, PhD , Deputy Head of Global Economics and Chief European Economist, Robert Tipp, CFA , Chief Investment Strategist and Head of Global Bonds, and host Michael Roper, CFA , Portfolio Manager, European Investment Grade Corporate Bonds. Recorded on June 24, 2024.
