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BOND MARKETS News & Analysis

Bonds are still too expensive
Fixed Income
Bonds are still too expensive
Their relative yields have become acceptable, but that’s not the whole story.
John Rekenthaler, CFA | 10 February 2024
Is this the start of a generational bear market in bonds?
Markets
Is this the start of a generational bear market in bonds?
Bonds are potentially heading for a third straight year of losses, something that hasn't happened over the past 100 years. Is this the beginning of a...
James Gruber | 28 September 2023
Investing when the odds are in your favour
Personal Finance
Investing when the odds are in your favour
The principles behind a winning investment are like those of a winning bet.
James Gruber | 02 January 2023
Worst. Bond. Market. Ever.
Fixed Income
Worst. Bond. Market. Ever.
By historical standards, stocks haven't done too badly. That's not the case for bonds though.
John Rekenthaler | 25 November 2022
One year on: Has Evergrande really spooked bond managers?
Fixed Income
One year on: Has Evergrande really spooked bond managers?
It’s almost a year since the Evergrande crisis unfolded. How have managers changed their allocations to the sector, if at all?
Kate Lin | 10 August 2022
Is the bond market a buy yet?
Fixed Income
Is the bond market a buy yet?
Long-term bonds are beginning to look attractive for those betting central banks will crash the economy in their campaign against inflation.
Sandy Ward | 25 July 2022
Has inflation peaked? The yays and nays
Markets
Has inflation peaked? The yays and nays
Has climbing inflation reached the summit or are we only halfway up the mountain? 
Graham Hand | 21 July 2022
Bond managers bet on market bottoming as fears of slowing growth mount
Fixed Income
Bond managers bet on market bottoming as fears of slowing growth mount
Bentham’s Richard Quinn called this year’s rate hikes months out. Now he’s worried about an Australian recession.
Lewis Jackson | 05 July 2022
What should accompany stocks: Cash or bonds?
Personal Finance
What should accompany stocks: Cash or bonds?
The benefits of taking the middle ground.
John Rekenthaler | 19 May 2022
Is the next bond bear market cycle about to begin?
Fixed Income
Is the next bond bear market cycle about to begin?
Jim Grant, a leading expert on the bond markets, shares his predictions for 2022.
Jessica Bebel | 18 May 2022