Bonds are Cheap in the 'New Normal': JPM AM's Bradshaw

The video discusses the current state of bond valuations in the US and Europe, highlighting investment opportunities for diversifying risk assets. It examines the market dynamics, particularly inflation, and their impact on bond pricing. The video also emphasizes the attractiveness of European bank capital and the pricing of the European market, suggesting that these areas offer interesting investment opportunities.

What are the implications of inflation dynamics on the bond market?

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Why are European bank capitals considered attractive for long-term investors?

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