Liontrust Views - It’s going to get hot, don’t get burned

Economies are unlikely to fully recover from the Covid 19 crisis until the end of 2021. But even after that date central bankers will remain highly accommodative as they look to run economies “hot” to make up for lost output. The Liontrust Global Fixed Income team identify various pitfalls and some opportunities this environment creates and comment upon how this will impact fixed income asset allocation over the coming years.