Higher bond yields have been painful for existing investors. But for anyone buying today, they also mean something that’s been missing from bonds for years: a genuinely attractive starting return.
In this week’s pod, Reda and Russ look at why bonds are starting to deserve another look, how the latest round of rate hikes is changing the picture, and where Reda sees the most interesting opportunities across the market.
They also discuss the US-China summit, the risk that slowing AI spending could hit a much wider group of stocks, and why China’s long-term industrial strategy continues to matter for investors.
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