23 min listen
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.
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)
Asset Class: Finding income in a world of low yields: Tune in to hear Dr. David Kelly and Michael Schoenhaut, lead portfolio manager of the JPMorgan Income Builder Fund discuss how to achieve income in today's low bond and dividend yields world. by Insights Now