Bonds in a Blink

Are 3% real yields really that scary?

By Francesco Castelli, Head of Fixed Income at Banor


In the latest episode of “Bonds in a Blink”, Francesco Castelli explores whether 3% US real yields are really cause for concern, drawing lessons from the 1990s and examining how AI-driven investment could shape growth and demand for capital, and why bond investors may find earning income while waiting more attractive than betting on the next bond rally.

 


This document has been prepared by the investment manager of the SICAV, Banor Capital Ltd., a company authorised and regulated by the Financial Conduct Authority (FCA). The content is for information purposes only and does not constitute investment advice, a recommendation, or an offer/solicitation to buy or sell any investment. Views are those of the speaker and may change. Any views expressed regarding future market conditions, sector performance, or investment returns are forward-looking statements and may not materialise. Actual outcomes may differ materially. Forecasts are not a reliable indicator of future performance. This communication is not directed to any person in any jurisdiction where doing so would be unlawful; distribution may be restricted.