PORTFOLIO Bonds & fixed income

While the slow normalization of central bank policy continues to be an overarching theme, the introduction of new methods to achieve this—balance-sheet reduction by the Fed, for example, and a tapering of asset purchases by the ECB—could reintroduce volatility into what are now placid markets.

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PORTFOLIO Bonds & fixed income

Central bank and government actions will come under increasing scrutiny in the second half of the year as fixed income investors look for further signs that the long era of ultra-accommodative monetary policy is coming to an end.

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