Pendal Group: Bonds Haven't Been This Interesting

The video discusses the impact of COVID-19 on the Chinese economy, highlighting the challenges faced due to lockdowns and the cautious approach to easing restrictions. It examines the Chinese property sector, noting the shift away from speculative growth and the focus on completing existing projects. The global economic outlook is explored, with a focus on the bond market's attractiveness due to rising yields. The video also addresses inflation trends, predicting a decline but warning of persistent labor market tightness affecting inflation's stickiness.

Discuss the significance of the recent death from COVID in China after six months.

What are the implications of high-quality government bonds yielding significant returns?