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Fisher Capital Management: Government Bond Markets Global Outlook Part2
2 pages
Published by
Fisher Capital Management
Fisher Capital Management: Government Bond Markets Global Outlook Part2
Fisher Capital Management: Government Bond Markets Global Outlook Part 2 - Our
position remains unchanged; any existing exposure to bonds should be further reduced...
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Fisher Capital Management: Government Bond Markets Global Outlook Part2
Fisher Capital Management: Government Bond Markets Global Outlook Part 2 - Our
position remains unchanged; any existing exposure to bonds should be further reduced in favor
of US & Euro equities.
The European Central Bank appears to share this view, although it has warned that the recovery
“is likely to remain uneven”, and has kept short-term rates at very low levels.
The bond markets
have therefore continued to receive considerable support from the economic background and the
actions of the central bank.
Fisher Capital Management Seoul, South Korea: However, these factors have been much less
important than the fears about the debt problems in Greece and in other weaker members of the
euro-zone.
After considerable prevarication, due primarily to strong German opposition to a bailout; an agreement has been reached amongst the member countries that, in conjunction with the
IMF, they will provide support for Greec
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