The war in Iran has created uncertainty in both the equity markets and the bond markets, as even the Federal Reserve acknowledged in its recent decision to hold interest rates steady. In this episode of WashingtonWise, Collin Martin, head of fixed income research and strategy at Charles Schwab, joins host Mike Townsend to discuss how fixed income investors can navigate the unusual volatility in the bond market. Collin shares his perspective on next steps for the Fed, whether bonds are still the safe haven investors perceive them to be, and the war’s implications for the U.S. dollar. He dives into the potential for elevated Treasury yields due to changing patterns in bond market ownership and looks at how the private credit markets have been roiled by growing investor concerns. And he provides his thoughts on what investors looking to help protect their portfolios should be focusing on in the bond market.

Mike also provides the latest on key issues in Washington, including the looming fight on Capitol Hill over additional funding for the war effort, the ongoing shutdown of the Department of Homeland Security, and the White House issuing a plan for regulating artificial intelligence. 

WashingtonWise is an original podcast for investors from Charles Schwab. For more on the series, visit schwab.com/WashingtonWise.

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