Global Fixed Income Strategy - February 2019

Monthly insights and updates from the Invesco Fixed Income team

Mar 4, 2019 | Invesco Fixed Income

The Invesco Fixed Income macro team highlights five things that could go right this year: a patient US Federal Reserve, reduced US-China trade tensions, Chinese growth stabilization, a softer Brexit and no recession in the US. Each of these five possibilities would likely be supportive of risk assets.

The Asian credit team also outlines the investment opportunities that investors can expect to result from China’s Belt and Road (B&R) Initiative. In it, they highlight that other major economies have already announced direct investment programs across the B&R region in response to China’s plans for the area. The team believes that increased competition for influence will likely be positive for countries in the B&R region due to increased availability of capital and funding sources.

To read more of IFI’s views, click on “Download PDF”.

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