From pandemic to vaccine rollouts, markets moved from panic to euphoria. Policymakers’ fiscal and monetary stimulus rescued the economy – but now inflation risks are emerging.
Alberto Gallo, portfolio manager at Algebris Investments, will guide us through bond investing in a post-Covid world, and why it needs an essential rethink.
- Why is inflation a risk against current market valuation?
- How will central banks’ choices change? Is this the end of QE infinity?
- Where should we look for value today? How to rethink bond portfolios?
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