Which Way For Bond Yields?

In this Webcast, Peter, Robert and Ryan discussed

• Drivers of the recent bond selloff and whether it presents a buying opportunity for fixed income investors 
• Topical issues pertaining to bonds, including: 
  • What to expect from a Kevin Warsh-led Fed
  • The odds of a capex bust
  • The impact of AI on interest rates
  • The risk of a fiscal crisis in the US and elsewhere