Episode
#76 Bond market shock: panic or opportunity?
- Published
- Apr 9, 2026
- Duration seconds
- 484
- Processing state
not_requested- Canonical source
- https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/76-bond-market-shock-panic-or-opportunity
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Summary
South African bonds have suffered their second-worst monthly drawdown in two decades, rattled by global conflict and rising inflation fears. But beneath the volatility, the fundamentals may tell a different story. James Turp unpacks what’s driving the sell-off, what past episodes reveal about market recoveries, and whether this presents investors with an attractive entry point into fixed income. Hosted on Acast. See acast.com/privacy for more information.