Why Bond Valuations Are Becoming Attractive: JPM AM's Bradshaw

The video discusses the current market volatility, which is unprecedented despite limited new factual information. It highlights the resilience of growth and GDP expectations in the US, affecting the bond market by reducing recession risks and altering the yield curve. The discussion also covers attractive bond valuations and the risks of investment positioning. Finally, it examines how restrictive monetary policy may impact growth, with bonds offering income and diversification benefits.

What implications does restrictive monetary policy have on growth according to the speaker?

In what ways do bonds provide diversification for the global economy?