I get a Nice Pickup Buying Euro Bonds in Sterling Terms, Says Aberdeen SI’s Hickmore

The video discusses the implications of negative yields on corporate debt, particularly in the European market. It highlights the potential benefits for sterling investors and the opportunities in European corporate bonds. The conversation also covers the risks associated with negative debt, such as misallocation of capital and the potential for value-destructive M&A activities. The video concludes with expectations from the ECB regarding quantitative easing and market strategies, emphasizing the need to be long on duration and credit in the current economic climate.

How might negative interest rates influence corporate behavior in the market?

What expectations do you have regarding the European Central Bank's actions in the near future?