The Bond Market in 2020: What Investors Need to Know

The video discusses the importance of fixed income investments in a low yield environment, emphasizing strategic allocation and risk management. It advises against cash allocation in negative yield scenarios and suggests exploring investment themes. A barbell approach is recommended for diversification, focusing on Treasurys and emerging market bonds, particularly in Asia.

Why might allocating to cash be considered a poor strategy in a negative yield environment?

What themes should investors focus on to navigate slower growth without entering a recession?