Latest / The Investment Perspective, with Ninety One
#76 Bond market shock: panic or opportunity?
South African bonds have suffered their second-worst monthly drawdown in two decades, rattled by global conflict and rising inflation fears. But beneath the volatility, the fundamentals may tell a different story. James Turp unpacks what’s driving the sell-off, what past episodes reveal about market recoveries, and whether this presents investors with an attractive entry point into fixed income.
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The skinny
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