Bloomberg Surveillance
A Bond Breakdown and a Yen Rebound
Apr 29, 2024
Global finance experts Steven Major and James Lord delve into bond market outlooks and currency dynamics, while geopolitical strategist Tina Fordham discusses potential ceasefires and investor concerns. The podcast covers a wide range of topics from bond yields and fixed income strategies to political conflicts and economic impacts.
28:59
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Quick takeaways
- Consider duration in fixed-income investments for potential gains as yields decrease.
- Interventions to stabilize the yen could impact market stability and raise questions about their effectiveness.
Deep dives
Yield Trends and Fixed Income Investments
The discussion delves into the trends in yields, highlighting the fluctuation in yields over the past few years. The guest, Stephen Major from HSBC, suggests a potential downward trend in yields due to unexpected factors like population increases and fiscal changes. He emphasizes the asymmetry in risk, indicating potential gains in fixed income investments as yields decrease.
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