Fidelity's Chan on Fixed Income

The video discusses the complexities of the high yield market, highlighting issues with pricing and risk assessment. It examines the Evergrande crisis and the broader implications of restructuring in the property sector. The discussion extends to global bond market trends, focusing on duration allocation and the impact of inflation and interest rates. The video also explores how emerging markets, particularly in Asia and Latin America, are navigating these challenges, emphasizing the role of FX reserves and demographic factors.

In what ways can Asian emerging markets be affected by the current global economic conditions?

What are the implications of a higher for longer interest rate scenario on investment strategies?

How might the current interest rate environment impact corporate refinancing?