Bonds Are in a Bear Market: George Bory

The video discusses the current bear market for bonds, emphasizing the importance of short-duration bonds and low credit quality investments. It highlights the potential of high-yield sectors and non-US bonds for capital protection. The central message is to diversify and focus on short portions of the curve, while carefully managing portfolios to offset rising yields.

What factors should be considered when extending investment duration?

What challenges do investors face in portfolio construction during rising yield environments?