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Navigating the opportunities in global bonds​

Navigating the opportunities in global bonds​

FromInsights Now


Navigating the opportunities in global bonds​

FromInsights Now

ratings:
Length:
27 minutes
Released:
Apr 13, 2023
Format:
Podcast episode

Description

So far this season, we've talked about the bond market from a number of different angles and in this episode we look at fixed income as a global asset class. In our recently launched 2Q23 Guide to the Markets, we have a chart that shows that the majority of global debt is international, with the U.S. share accounting for less than 40% today. Moreover, divergent central banks and brighter growth prospects overseas paint a different fundamental landscape than that of U.S. fixed income assets. On today's episode, Dr. David Kelly is joined by Iain Stealey, International Chief Investment Officer within the Global Fixed Income, Currency and Commodities (GFICC) group, to dive into the outlook for global monetary policy and what this means for opportunities in international bonds.
 
Access the Guide to the Markets here. For more resources visit the On the Minds of Investors webpage. ​
Released:
Apr 13, 2023
Format:
Podcast episode

Titles in the series (70)

Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, where he sits down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics and their investment implications to help inform building stronger investment plans for the long-term.