Is the bull market in bonds over?
Bond yields have been falling (and therefore prices rising) for 35+ years now. Aggressive central bank policies have brought on record-low, and even negative interest rates, throughout much of the developed world. These low rates have driven up the prices of 'Bond-Proxy' stocks, such as Sydney Airport and Transurban, to new highs. But could all the be coming to an end? And what does it mean for interest-rate-sensitive stocks, AKA the Bond-Proxies? In this Livewire Thematic discussion, our panelists provide their view on the bull market in bonds to help investors better understand the implications. Matthew Kidman from Centennial Funds hosts David Allingham from Eley Griffiths Group and Simon Conn from Investors Mutual.
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