Negative Rates Warrant Investor Strategy Shift: Aviva’s Munro

The video discusses the challenges of investing in a world with negative yielding bonds, particularly for those with financial obligations like pension liabilities. It highlights the shift from defined benefit to defined contribution pensions, emphasizing the need for income-producing assets like equities and private assets. The video also speculates on future changes in bond markets and the role of central banks in managing long-term interest rates.

What are the implications of negative yielding bonds for future investment strategies?

What factors might influence central banks' ability to control long-term bond yields?