Malcolm Charles unpacks the contrasting outlooks for global bond markets, starting with a ‘sunnier’ South Africa buoyed by improving fundamentals and resilient fixed income returns, before heading offshore where clouds of policy uncertainty and tariff tensions loom large.<hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

Malcolm Charles unpacks the contrasting outlooks for global bond markets, starting with a ‘sunnier’ South Africa buoyed by improving fundamentals and resilient fixed income returns, before heading offshore where clouds of policy uncertainty and tariff tensions loom large. Hosted on Acast. See acast.com/privacy for more information.

Malcolm Charles unpacks the contrasting outlooks for global bond markets, starting with a ‘sunnier’ South Africa buoyed by improving fundamentals and resilient fixed income returns, before heading offshore where clouds of policy uncertainty and tariff tensions loom large. Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

#40 Bond market round-up – from bright spots to red flags

Discover the latest local and global investment and industry insights from the only global asset manager rooted in South Africa. At Ninety One, our global reach becomes your investment edge. Tune in, subscribe, and unlock expert perspectives with every new episode.<hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

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Discover the latest local and global investment and industry insights from the only global asset manager rooted in South Africa. At Ninety One, our global reach becomes your investment edge. Tune in, subscribe, and unlock expert perspectives with every new episode. Hosted on Acast. See acast.com/privacy for more information.

Discover the latest local and global investment and industry insights from the only global asset manager rooted in South Africa. At Ninety One, our global reach becomes your investment edge. Tune in, subscribe, and unlock expert perspectives with every new episode. Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

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#40 Bond market round-up – from bright spots to red flags

#40 Bond market round-up – from bright spots to red flags