Algebris Investments Is Positioned for Rising Yield Market

The video discusses the challenges and opportunities in the bond market, focusing on rising yields due to inflation and central bank policies. It suggests strategies for mitigating risks by investing in less popular sectors and countries. The discussion also compares the asymmetric risk-return profile of bonds with the more symmetric profile of equities, highlighting a shift towards equities in portfolios.

What does the text suggest about the risk-return profile of bonds compared to equities?

What are some of the high yield opportunities mentioned in the text?