Ellerston's Gillespie Says Yields Could Hit 3.5%

The video discusses Gillespie's trading strategy, which involves identifying mismatches between market fundamentals and prices, using complex trading strategies to profit from significant market moves. Recently, his fund saw a 7% increase due to a bond market sell-off. Looking ahead, Gillespie anticipates rising bond yields driven by inflation, which could lead to further bond market losses. The impact on equities depends on the speed of bond yield increases; gradual rises may allow equities to grow, while rapid increases could harm the stock market.

What is the secret to Gillespie's success in trading?

How does Gillespie anticipate significant moves in the bond market?

What does Gillespie predict about bond yields later this year?

What impact does Gillespie believe inflation rates will have on the bond market?

How does Gillespie's outlook on equities depend on bond yield movements?