Financial panic has subsided into mere nervousness that a great rotation by investors from bonds into equities could be imminent. David Bowers, global strategist at Absolute Strategy Research, discusses with Long View columnist John Authers whether the shift in monetary regime is clear enough yet, and warns of over-exposure to defensive equities or 'bond proxies'.
Produced by Darryl Thomson. Filmed by Rod Fitzgerald and James MacDonald.
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