14 min listen
Bonds are back
FromInsights Now
ratings:
Length:
18 minutes
Released:
Dec 1, 2022
Format:
Podcast episode
Description
Tune in to hear Dr. David Kelly and Bob Michele, CIO and Head of the Global Fixed Income, Currency & Commodities group, discuss the outlook for fixed income and how investors can take advantage of opportunities.
Higher rates and rising inflation have created a particularly challenging environment for bonds this year, with the U.S. Agg. down a whopping 13% year-to-date. However, the selloff has also brought valuations down to their most attractive levels in years, and the backup in yields means bonds can once again provide investors with a reliable source of income and diversification. While economic uncertainties remain about the timing of a Fed pivot and the potential for U.S. recession, the case for bonds is as strong as it's been in over a decade.
To discuss the outlook for fixed income markets and how investors can take advantage of these opportunities, Dr. David Kelly is joined by Bob Michele, CIO and Head of the Global Fixed Income, Currency & Commodities group, at JP Morgan Asset Management.
Higher rates and rising inflation have created a particularly challenging environment for bonds this year, with the U.S. Agg. down a whopping 13% year-to-date. However, the selloff has also brought valuations down to their most attractive levels in years, and the backup in yields means bonds can once again provide investors with a reliable source of income and diversification. While economic uncertainties remain about the timing of a Fed pivot and the potential for U.S. recession, the case for bonds is as strong as it's been in over a decade.
To discuss the outlook for fixed income markets and how investors can take advantage of these opportunities, Dr. David Kelly is joined by Bob Michele, CIO and Head of the Global Fixed Income, Currency & Commodities group, at JP Morgan Asset Management.
Released:
Dec 1, 2022
Format:
Podcast episode
Titles in the series (70)
A land with zero rates: Tune in to hear Dr. David Kelly and Jordan Jackson, Global Market Strategist, discuss how low interest rates have made the fixed income environment even more challenging for investors. Searching for income across a variety of asset classes? To learn more... by Insights Now