Ariel Bezalel and Harry Richards say that the state of the global economy calls for a sharp decline in interest rates in the coming months, which could potentially benefit government bonds.
Investment managers Jason Pidcock and Sam Konrad explain why they think the Jupiter Asian Equity Income strategy is well positioned for lower interest rates.
Fund manager Adam Darling says high yield credit has had a good run so far this year, but that investors should continue to watch the economic data closely for any threats to the prevailing soft landing narrative.
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