Video: Key long-term themes for bond markets and the impact on today’s portfolios
Disruptive technologies are accelerating while companies face deglobalisation and high bond yields. Investors need to think long term in be able to manage the short term.
Long-term drivers of bond markets are accelerating, and investors need to act now. In this second part of a three-part series, Mat Rees, Head of Global Bond Strategies, joins Ben Bennett, Head of Investment Strategy Asia, to discuss the big themes set to disrupt markets in the coming years. Several factors point to structurally higher inflation and bond yields, but these may be partially offset by productivity-enhancing AI and China’s economic transition. Meanwhile, decarbonisation is likely to remain a key driver for corporate health in the coming years. Companies will need to adapt in order to thrive, and many will fall by the wayside. Avoiding the losers is just as important as picking the winners for bond investors.
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