It's Bond, Contrarian Bond | Nucleus Investment Insights
by
Samuel Kerr
April 26, 2022
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.
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
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Sam Kerr is a Senior Financial Advisor at Nucleus Wealth.
