Rising global growth and inflation expectations have paradoxically raised some alarm bells. Will the resulting rise in bond yields force the Fed to tighten monetary policy, impacting risk assets?  We do not expect the Fed to tighten policy anytime soon, given still-weak job markets. Nevertheless, there is a chance of short-term pullbacks after a rapid rise in yields, which we would use to average into our preferred asset classes and themes.Speakers:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankAbhilash Narayan, Senior Investment Strategist, Standard Chartered Bank

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