Cast your mind back to December 2022 when the consensus among analysts was that 2023 would see an extension of the large falls in markets. The 40-year rally in government bonds which preceded last year's crash was ancient history and central bank rate hikes would keep equities down and yields higher for longer.
Well, that hasn't panned out. Far from it.
It's equities that are off to the races and bonds are comparatively lagging. In fact, the BlackRock investment returns map is showing that developed market government debt (ie US, Australian etc bonds) have returned just 1.2% for the year so far.
So where did it all go so flat for bond markets and what place do fixed income investments have in the modern, everyday investor's portfolio?
We're answering all those questions (and more) in the Signal or Noise fixed income show. And for the first time, the show comes to you from downtown Melbourne. Moderator Hans Lee has made the trip south and is joined by three market veterans. Between them, they possess over 70 years of experience in financial markets across a range of firms.
Note: This episode was taped on Wednesday 2 August 2023 at Franklin Templeton headquarters in Melbourne.
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Where these investors are putting over $3 trillion to work in markets
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Why there is no credit crunch coming in 2024
Why Australia is already in a recession (but the RBA can’t afford to cut interest rates)
Signal or Noise: Are we at the start of the next house price boom?
How to invest in a market full of confusing signals
Signal or Noise: 10 things every investor should know right now
7 key themes (and 4 stocks) to watch this ASX reporting season
Why the ASX is trading like a recession is coming (and the NASDAQ isn’t)
The ultimate guide to Australian income investing
Signal or Noise: Why the RBA’s May rate hike was the right decision
Is this the start of a second Global Financial Crisis?
Five commodities stocks successfully navigating geopolitical change
The biggest event in markets is happening right now
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