Bond market woes and the question of a hard landing; how to protect capital without using traditional defensives
In this episode, Ian and Robert discuss:
Bonds: why are bonds selling off and what does this mean for other asset classes?
Hard landing: what is the likelihood of a harder landing and what does this mean for portfolio construction?
Defensive asset classes: what has been a defensive asset class so far this year and do you expect this to change?
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.