Is It the End of the Bond Bull Market?

The video discusses the end of the bond bull market, potential rate increases by the Federal Reserve, and the impact of these changes on the bond market. It explores investor sentiment, market uncertainties, and the role of active managers in navigating equity volatility. The discussion also covers the potential effects of rate movements on bond market performance and credit spreads.

What factors are contributing to the conversation about the end of the bond bull market?

What are the expectations regarding rate increases by the Federal Reserve this year?

Discuss the potential impact of wage growth on the bond market.

How does the sentiment of hedge funds and active managers affect bond yields?

What are the implications of a moderate amount of equity volatility for active managers?