Credit Suisse PB's Argyrou on Bond Markets, Strategies

The video discusses the current state of the bond market, highlighting historic drawdowns and the implications of yield curve inversion on recession risks. It emphasizes the importance of analyzing peak cash rates and long-term inflation expectations. The discussion also covers opportunities in bond markets, particularly in the US and Australia, and explores investment strategies in bonds and equities, with a focus on the potential for market overshooting and the contrarian view on equities.

What factors contribute to the view that the bond market in Australia may be overshooting its peak cash rate?

What is the investment committee's stance on equities following the FOMC meeting in March, and what rationale supports this view?