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Where Bonds Go, Stocks Follow with Sam Watkins
Bond yields are climbing, inflation is proving stickier than expected, and the bond market is sending a very different message to the share market. Sam Watkins (Head of PIMCO Australia & New Zealand) joins us to unpack what rising yields mean for stocks, why AI enthusiasm may be masking broader risks, and how investors can think about fixed income in a world where bonds are once again offering compelling income and portfolio protection.
In this episode:
00:00 – What the bond market is telling investors
04:31 – Why bond yields are rising around the world
08:31 – Government debt, deficits and…
The skinny
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