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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