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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