Weekend Edition: Bonds, back and not so boring

Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.Bond markets have been on a tumultuous rollercoaster ride. We saw a heavy sell off of last year as inflation picked up alongside rising interest rates. Now, they’re back, as a buying opportunity. So, are fund managers can seeing them as a growth asset rather than the customary defensive play? Phil puts that question to Katie Dean, head of FICC at Australian Super, Australia’s largest super fund. Katie also gives her views on how the macro picture is influencing purchase decisions. For example, she’s not a big advocate of the US soft landing scenario. Listen in for some useful insights and discussion points. Bonds are not boring, and neither is Katie! Hosted on Acast. See acast.com/privacy for more information.