Fixed Income Market Outlook

Monetary Policy and the “Great Rotation” Debate, Demystifying Capital Reallocation

"Monetary Policy and the “Great Rotation” Debate, Demystifying Capital Reallocation"
Original Report by Rick Rieder of BlackRock Investment Institute

Highlights:

- While still mired in recession, both the Eurozone and Japan are showing signs of economic stabilization and market performance improvement; however, we believe these short-term gains mask longer-term troubles that cannot be ignored.