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Schroders Talking Point: End of cycle concerns

  Author: Keith Wade ( Schroders )
 July, 2015
  Price: FREE

Abstract:

The second quarter of 2015 has seen a significant sell off in global bonds whilst global equity markets have been generally flat. Sovereign bond yields spiked higher on bubble concerns and evidence that deflation fears might have been overdone. Meanwhile, the MSCI World equity index trod water as markets balanced a combination of soft economic news against further central bank easing.
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