NOW ep61: Are bonds back in vogue?

--:--
It’s been called the lifeblood of the global economy, but over the past three years, the fixed income – or bond – market has been battered by low economic growth, sticky inflation, low investor confidence and high interest rates. But have we reached the bottom of the cycle? In this episode, Annelise Peers, Chief Investment Officer for Investec Bank Switzerland and Awongiwe Booi Fixed Income Analyst at Investec Wealth & Investment SA explain what this means for investors and the world at large.
24 Oct 2023 English South Africa Business · Investing

Other recent episodes

NOW ep73: Global elections – an investor perspective

With over 60 countries going to the polls in 2024, including South Africa, financial markets are keeping a close eye on developments worldwide. What does a historic year of global elections mean to investors? Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth shares his insights on what election outcomes…
14 May 18 min

Macro Monday Ep27: Global growth is rebounding

In this week’s episode, Chief Investment Strategist Chris Holdsworth discusses latest PMI data and what it means for global growth, the FED decision and a surprising decline in a key leading indicator for the Chinese economy.
13 May 8 min

Reimagine Mental Health S2 ep6: Finding hope

In this episode we meet the man behind the title, Cumesh Moodliar, the CEO of Investec Bank. We delve into the importance of cultivating a positive mental outlook to effectively navigate the emotional impact of everyday life challenges. We also look at the role that corporates plays in fostering hope…
9 May 19 min

The Current Ep 6 | The next generation of clean energy tech

Wind and solar are the predominant renewable energy sources being brought online now, but what about other clean energy technologies in the future of SA's energy mix? In episode 6 of the Current, we delve into geothermal, battery advancements, innovations in nuclear, biomass, smart grids and more. If you want…
7 May 32 min

Macro Monday Ep26: Good news on the SOE front

In this week’s episode, Chief Investment Strategist Chris Holdsworth takes a look at SA's state-owned enterprises and in particular at the positive trends in electricity availability, as well as in ports and rail. He also looks at the recent rand strength, US interest rates, US jobs and earnings.
6 May 6 min