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Europe’s government bond markets have faced growing pressure from higher energy prices, renewed inflation concerns, and increased scrutiny of public finances. The gap between French and German 10-year government bond yields recently reached its widest level since the 2011 European sovereign debt crisis as investors focused on France’s deficit and borrowing trajectory. Could the strains spread across the Eurozone, and where is the volatility creating opportunities? In this episode of Across the Pond, host Christopher Swann speaks with Frederick Mellors, Head of Global Fixed Income, about the growing divide between European sovereign borrowers, the European Central Bank’s policy dilemma, and the case for selectivity across government and corporate bonds.
