Changing politics, fixed income

The race for the White House is heating up with US political uncertainty  sending ripples around the world. What does this mean for the bond market? Get the expert view in the latest episode of the No Ordinary Wednesday podcast with Annelise Peers, Chief Investment Officer at Investec Bank Switzerland, and Awongiwe Booi, Fixed Income Analyst at Investec Investment Management, South Africa.

Podcast key moments:

00:00 – Intro

01:07 - Key economic indicators to watch in the fourth quarter and going into 2025?

02:21 – Is there a stronger case for bonds in a weak global environment?

03:38 – There’s improvement in investor sentiment and bond yields in SA, do you expect this positive trajectory to continue?

05:56 – SA bond market concerns

06:35 – US elections and the bond market

08:14 – Geopolitics and fixed income markets

09:44 – Other factors that could impact the SA bond market

11:41 - Currencies in a weak global environment

13:26 – The rand outlook

14:19 – Bond market outlook for 2025

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