The case for global bonds amidst rising interest rates

In February, a surge in inflation expectations in the context of strong global growth, combined with central banks hinting at upcoming additional rate rises caused a spike in government bond yields globally. As a result, fixed income assets have been volatile, but have held up far better than equities. Why?

David Arnaud

David Arnaud

Senior Fund Manager, Fixed Income

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When will bond markets catch up with reality?

Globally, government bond yields have remained incredibly low, despite the cyclical pick-up we have seen in economic growth in recent times. Nowhere is this more evident than the Eurozone, which continues to post strong economic data. We believe bond markets need to catch up with the fundamental reality.

David Arnaud

David Arnaud

Senior Fund Manager, Fixed Income

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