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Fiorino: bond themes and late-cycle mood music: as rates go up-tempo, markets rotate - Federated Hermes

As global economies emerge from the Covid-19 doldrums, bond markets could be tiring. But late-stage fixed income dynamics can also play out well for astute investors. Fiorino conducts a brief enquiry.

Posted on Apr 13, 2021

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... The financial sector has been fighting senility since the global financial crisis (GFC), befuddled by ever-more intrusive regulation and the declining interest rates now diagnosed as ‘financial repression’.

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