March 17-18, 2021
Virtual Conference
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Bond Duration Got You Here. Now What?
Eric Stein, CFA, Chief Investment Officer - Fixed Income, Eaton Vance Management
With real risks for bonds on the horizon, the “lower rates for longer” playbook requires some new thinking. A prolonged period of falling rates drove returns in duration-heavy markets segments. Now, the combination of historically low yields and an unprecedented level of globalstimulus is poised to deliver renewed growth prospects, but also the potential for inflation and a steepening yield curves. What’s a bond investor to do? Hear Eric Stein’s perspective on the current state of global fixed income markets, as well as unfolding opportunities in a reflationary environment.
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