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60 seconds with Gareth Isaac on the 2015 outlook for global fixed income markets

Gareth Isaac, Fixed Income Fund Manager at Schroders, gives his views on global fixed income markets in 2015.

11/02/2015

Gareth Isaac

Gareth Isaac

Schroders

Gareth Isaac, Fixed Income Fund Manager at Schroders, explains why he’s relatively positive on the outlook for the global economy in the year ahead:

- The US will be the main driver of global growth following a fall in oil prices, which will be great for household budgets as well as rising wages and falling unemployment.
- In the UK we’re also positive. Growth should be between 2.5 and 3 per cent, which is better than we were expecting last year.
- As far as Europe is concerned, the band news is generally priced in to the market and countries like Spain and Italy are beginning to show improvements on the consumer and service sector side, so we’re relatively positive.

The opinions contained herein are those of the author and do not necessarily represent the house view. This document is intended to be for information purposes only. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations. Information herein is believed to be reliable but Cazenove Capital does not warrant its completeness or accuracy. No responsibility can be accepted for errors of fact or opinion. This does not exclude or restrict any duty or liability that Cazenove Capital has to its customers under the Financial Services and Markets Act 2000 (as amended from time to time) or any other regulatory system. Cazenove Capital is part of the Schroder Group and a trading name of Schroder & Co. Limited 12 Moorgate, London, EC2R 6DA. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. For your security, communications may be taped and monitored. 

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