AXA IM's global head of fixed income John Porter talks to editor Katrina Lloyd about the significant pockets of volatility which could open up as investors move away from a deflationary mindset, and why overinvested assets could suffer the greatest liquidity problems.
He explains why the team is taking a cautious approach moving into 2017 and what this means for portfolio positioning, as well as giving his views on the longer-term implications for bond investors of Donald Trump's victory and the Brexit vote in the UK.
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