The beginnings of a new moderation in bond rally

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The beginnings of a new moderation in bond rally
  • The Great Moderation was a period of macroeconomic growth and reduced volatility that provided a backdrop to the strong performance of U.S. equities.
  • The lessons hold relevance for equity investors in Asia as big picture conditions for a Great Moderation are starting to fall into place.
  • We believe the “new moderation” mindset will take Asia into its next leg of development, unleashing its potential in a more sustainable and stable manner.

Soo Nam, Head of Asian Equities | June 2, 2014