# #76 Bond market shock: panic or opportunity? Page: https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/76-bond-market-shock-panic-or-opportunity Text version: https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/76-bond-market-shock-panic-or-opportunity.md Podcast: [The Investment Perspective, with Ninety One](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967) Published: 2026-04-09T11:03:17+00:00 Episode link: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/76-bond-market-shock-panic-or-opportunity Audio file: https://sphinx.acast.com/p/open/s/6704f63a835696b02f258dd3/e/69d7831c34b90cef2be3ac98/media.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/76-bond-market-shock-panic-or-opportunity Duration seconds: 484 ## Resource 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. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/76-bond-market-shock-panic-or-opportunity/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/76-bond-market-shock-panic-or-opportunity.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.