The Investment Perspective, with Ninety One

#12 Why bond yields are soaring and what it means for income investors


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According to a major American bank the US bond market is in the sixth year of the third great bear market since 1790. But in September of 2024, the tide appeared to turn, before stubborn inflation and a robust US economy knocked the bulls off their perch. Add to that the threat of tariffs and suddenly it’s bear business as usual. Jason Borbora-Sheen unwraps a complicated asset class and sets out where opportunities lie for income investors.

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The Investment Perspective, with Ninety OneBy Ninety One