Bond Investing Strategies With Old Mutual's Mark Nash

The video discusses the current trends in the bond market, focusing on Europe and the US. It highlights the European Central Bank's (ECB) strategies to support economic recovery, including fixing rates and steepening the yield curve. The discussion covers the impact of the reflation trade and political risks on bonds, particularly in peripheral markets. It also examines the role of foreign investors in US Treasury yields and the convergence of global yields. Finally, the video explores the implications of rising yields on corporate bonds and market dynamics.

Why have U.S. Treasury yields not risen higher despite market conditions?

How does the text describe the relationship between government bond yields and corporate bond yields?

What is the expected impact of rising cash rates from the Fed on corporate bonds?