Inflation levels not seen in more than a generation have triggered this year a repricing of the financial markets, most particularly in the fixed income world. The era of low or negative interest rates has come to an end. Meanwhile, whilst inflation has moved higher, growth rates have slowed and the extent of the Central banks’ commitment to fighting inflation is being questioned. This new market context and uncertainty has caused huge moves in the bond markets so far this year, but signs are now pointing to the beginning of a second stage; a period of stabilisation.  

Swaha Pattanaik talks to Vincent Mortier, Amundi Group Chief Investment Officer, and Monica Defend, Head of Amundi Institute, to discover what’s been going on and if the recent rises in yields mean now is the time to go “Back to Bonds”?

Discover more on our related article:

https://research-center.amundi.com/article/time-refocus-bonds-rethinking-portfolios-after-great-repricing">Time to refocus on bonds - Rethinking portfolios after the great repricing

-------------------------------

DISCLAIMER: This podcast is only for the attention of “Professional” investors as defined in Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments (“MIFID”), investment services providers and any other professional of the financial industry. Views are subject to change and should not be relied upon as investment advice on behalf of Amundi.   

Hosted on Ausha. See ausha.co/privacy-policy for more information.