Insights Now

Bonds are back


Listen Later

Tune in to hear Dr. David Kelly and Bob Michele, CIO and Head of the Global Fixed Income, Currency & Commodities group, discuss the outlook for fixed income and how investors can take advantage of opportunities.

Higher rates and rising inflation have created a particularly challenging environment for bonds this year, with the U.S. Agg. down a whopping 13% year-to-date. However, the selloff has also brought valuations down to their most attractive levels in years, and the backup in yields means bonds can once again provide investors with a reliable source of income and diversification. While economic uncertainties remain about the timing of a Fed pivot and the potential for U.S. recession, the case for bonds is as strong as it's been in over a decade.

 To discuss the outlook for fixed income markets and how investors can take advantage of these opportunities, Dr. David Kelly is joined by Bob Michele, CIO and Head of the Global Fixed Income, Currency & Commodities group, at JP Morgan Asset Management.

...more
View all episodesView all episodes
Download on the App Store

Insights NowBy Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

  • 4.3
  • 4.3
  • 4.3
  • 4.3
  • 4.3

4.3

90 ratings


More shows like Insights Now

View all
Investing Insights by Morningstar

Investing Insights

525 Listeners

Exchanges by Goldman Sachs

Exchanges

968 Listeners

Bloomberg Surveillance by Bloomberg

Bloomberg Surveillance

1,174 Listeners

Masters in Business by Bloomberg

Masters in Business

2,170 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

201 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

290 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,047 Listeners

Eye On The Market by Michael Cembalest

Eye On The Market

289 Listeners

UBS On-Air: Market Moves by Client Strategy Office

UBS On-Air: Market Moves

191 Listeners

Making Sense by J.P. Morgan

Making Sense

69 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,311 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

78 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,578 Listeners

Barron's Live by Barron's Live

Barron's Live

213 Listeners

The Markets by Goldman Sachs

The Markets

80 Listeners