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Podcast: Nucleus Investment Insights
Episode: 5.16 It's Bond, Contrarian Bond | Nucleus Investment Insights
Description: In this investment podcast, Nucleus Wealth Chief Investment Officer, Damien Klassen, Chief Strategist David-Llewellyn Smith, and Senior Financial Adviser, Sam Kerr, will discuss whether now is the time to take the contrarian view on bonds.
View the presentation slides here:
https://nucleuswealth.com/wp-content/uploads/2022/04/Its-Bond-Contrarian-Bond.pdf
Agenda:
Movements in bond yields
Global tightening, fiscal and monetary
European economy, war and energy shock
Chinese economy, property bust and COVID shock
US economy, inflation and interest rate shock
Spanish Flu analogy
Implications for markets
To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct...