The Amazonisation effect and bonds

For a number of years now the Strategic Fixed Income Team have been speaking about the structural forces bringing disruption to the global economy and markets — unfavourable demographics, Japanification of Europe, excessive debt, peak globalisation and technology to name but a few. In this webcast, John Pattullo, Co-Head of Strategic Fixed Income, will share his thoughts on digital disruption, with Amazon as the leading example of how this new structural force can erode margins, put established businesses at risk and send deflationary waves across the economies. Bond fund managers need to rethink their strategies carefully to profit from this trend.