Fixed income

Inflation - 2020 inflation will be close to 0%, we believe that this is already priced-in

  • Over the medium term, we expect that the unprecedented monetary and fiscal actions will provide support for inflation linked bonds.
  • As the economic activity continued its recovery in the Euro Area, the ECB raised its PEPP package by EUR 600bn
  •  In the UK, economy slowly recovering with the Bank of England increasing its QE by GBP 100bn

 

 

 

No assurance can be given that the Inflation strategy will be successful. Investors can lose some or all of their capital invested. The Inflation strategy subject to risks including credit risk, liquidity risk, derivatives and leverage risk, contingent convertible bonds risk.

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Due to its simplification, this document is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision.

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