No Ordinary Wednesday Ep 133 | Bond markets: A licence to yield.
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The easy gains may be over, but the case for bonds is not. Annelise Peers, Chief Investment Officer at Investec Bank Switzerland, and Awongiwe Booi, Fixed Income Analyst at Investec Investment Management in South Africa, unpack why attractive yields, easing inflation and South Africa’s underpriced reform story could make fixed income a source of return, not just protection, and what could still spoil the opportunity.
Chapters:
01:31 — Can AI-led investment boost productivity without fuelling inflation?
02:30 — Does the South African fixed income case still hold?
03:59 — Could stronger consumer demand become the next inflation risk?
06:01 — How should investors distinguish temporary from persistent inflation?
07:22 — Are US bond investors being paid to wait?
09:23 — What is underpinning the rand’s resilience?
11:31 — Is fixed income becoming a return asset rather than just a hedge?
12:45 — Where is the strongest opportunity in South African fixed income?
15:04 — Can long-term bond yields stay high as central banks cut rates?
16:31 — What would prove South Africa’s fiscal consolidation is durable?
18:07 — Which indicators point to a global Goldilocks scenario?
19:32 — What should South African investors watch through year-end?
Chapters:
01:31 — Can AI-led investment boost productivity without fuelling inflation?
02:30 — Does the South African fixed income case still hold?
03:59 — Could stronger consumer demand become the next inflation risk?
06:01 — How should investors distinguish temporary from persistent inflation?
07:22 — Are US bond investors being paid to wait?
09:23 — What is underpinning the rand’s resilience?
11:31 — Is fixed income becoming a return asset rather than just a hedge?
12:45 — Where is the strongest opportunity in South African fixed income?
15:04 — Can long-term bond yields stay high as central banks cut rates?
16:31 — What would prove South Africa’s fiscal consolidation is durable?
18:07 — Which indicators point to a global Goldilocks scenario?
19:32 — What should South African investors watch through year-end?
Chapters
- 00:00 Can AI-led investment boost productivity without fuelling inflation?
- 02:30 Does the South African fixed income case still hold?
- 03:59 Could stronger consumer demand become the next inflation risk?
- 06:01 How should investors distinguish temporary from persistent inflation?
- 07:22 Are US bond investors being paid to wait?
- 09:23 What is underpinning the rand’s resilience?
- 11:31 Is fixed income becoming a return asset rather than just a hedge?
- 12:45 Where is the strongest opportunity in South African fixed income?
- 15:04 Can long-term bond yields stay high as central banks cut rates?
- 16:31 What would prove South Africa’s fiscal consolidation is durable?
- 18:07 Which indicators point to a global Goldilocks scenario?
- 19:32 What should South African investors watch through year-end?
