In the first episode of our thematic podcast, we zero in yield curve normalisation. The expert in the studio is Head of fixed income strategy, Althea Spinozzi. She talks about how the yield curve is bound to normalise and how that may look depending on whether we see a soft or hard landing - or what she refers to as a 70's landing. She also takes the temperature on both sovereign and corporate bonds to consider the risk and return pictures for the fixed income asset class.
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