Outlook for Bonds Looks Attractive, Andrew Balls Says

The video discusses current market pricing, highlighting that shallow recessions are priced into fixed income and credit markets, but not sufficiently in equity markets. It explores the disparity between these markets and suggests a positive view on credit over equities. The fixed income outlook appears favorable due to repricing and higher yields, despite short-term economic uncertainties. The video concludes with a positive medium-term outlook for global and US bonds.

What is the current perception of equity markets in relation to pricing shallow recessions?

How do asset allocation experts view the pricing of equity markets compared to credit markets?

What factors contribute to the outlook for fixed income markets over the next few years?

What uncertainties are mentioned regarding the economy and central banks?

How does the current outlook for global bonds compare to one or two years ago?