Latest / The Investment Perspective, with Ninety One
#81 The 5% problem: why bonds are back in the conversation
The US 30-year bond yield has broken through 5%. That might sound like a technicality, until you understand what it means for every other asset class on the planet. John Stopford unpacks why yields are on the move, what a flattening curve signals for growth, whether equity valuations can hold and why he is selling into strength.
Hosted on Acast. See acast.com/privacy for more information.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.