Basis Points Reading the bond market's warning signs - Jonathon Costello | Janus Henderson
Today we're joined by Jonathon Costello, Client Portfolio Manager, Australian Fixed Interest at Janus Henderson.
Equity markets and bond markets are telling different stories. If we look at equity markets, the outlook looks strong as markets rebounded from the Liberation Day falls. However, take a look over at the bond market and yields keep creeping higher despite rate cuts as fixed income investors get nervous.
Today, with Jonathon, we unpack what the bond market is telling us:
- Why the bond market and equity market seem disconnected at the moment (and who is right)
- The early warning signs the bond market is flashing
- How many Aussie rate cuts the market is pricing in
- Concerns around US Government debt, and should there be a similar concern in Australia?
- How advisers can add defensive income to their portfolio
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CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).
To claim your points, complete the CPD Quiz and we'll send you your certificate.
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This episode has been sponsored by Janus Henderson.
Head to their website to learn more about Janus Henderson and their Cboe-listed ETF: JFIX
Thank you to Janus Henderson for helping us keep all of our content free and accessible.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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