Should Investors Treat Treasuries and Gilts with Caution?

The video discusses the current state of duration trade, highlighting the risks associated with long-duration investments in bonds and gilts. It examines the influence of central banks on bond yields and the potential impact of inflationary pressures and fiscal policy changes. The video also explores the defensive nature of bonds, investment strategies for shorter duration positions, and the challenges of managing liquidity in asset portfolios.

In what ways are investors adjusting their portfolios in response to market conditions?

What liquidity risks are highlighted in the discussion about asset management?