Brian Giuliano, CFA, explains how the current macroeconomic environment offers a significant contrast to previous monetary tightening cycles, including the Taper Tantrum of 2013, and why the global response may be different this time.
Richard Lawrence and Brian Giuliano, CFA, from our Global Fixed Income Portfolio Management team provide several examples on why the pillars supporting a lofty U.S. dollar may be eroding, potentially creating a good tailwind for global bond investors.