At Schroders’ first interactive Thought Leadership Live debate, our panel of senior investors and experts explored the much-vaunted theory of the ‘Great Rotation’….
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- Peter Harrison, Global Head of Equities – Philippe Lespinard, Co-Head of Fixed Income – Alan Brown, Senior Adviser – Diana Mackay, CEO, MackayWilliams
The phrase, which was coined towards the end of last year, refers to the theory that bond yields at historic lows will cause investors to make a wholesale switch out of fixed income and into equities.
Panellists Peter Harrison, Schroders’ Global Head of Equities, Philippe Lespinard, Schroders’ co-Head of Fixed Income, Alan Brown, Senior Adviser and former CIO of Schroders, and our guest panellist and funds industry expert Diana Mackay debated the Great Rotation theme and looked at some of the key current market themes.
Source: BONDWorld – Schroders
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