The Spotlight ǀ Generali Investments Podcast: Will the decline in bond yields continue?
In Short
The delta variant and the slowdown in growth have weighed on bond yields, which fell in June and July 2021. Will this phenomenon persist? Vincent Chaigneau, Head of Research at Generali Investments, explains his views.
Chapters details:
- 0:21 The economic news has been underwhelming over the summer, particularly in China and the US. Is this affecting your forecasts and market views?
- 1:40 Is the pullback in bond yields - over June and July - a mere correction rather than the sign of a new trend?
- 2:38 Are the Central Banks willing to reduce support?
- 4:04 What are the main risks?
- 5:29 What are the key investment calls into year-end?
Listen to the podcast now:
