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Global bonds
The best lack all conviction, while the worst are full of passionate intensity – William Butler Yeats, The Second Coming
"The Fed’s actions reverberate across every corner of the global financial system."— Ben Bernanke, Former Chairman of the Federal Reserve
Nothing short of decisive action will do.
“When the world is running down, you make the best of what’s still around.” – Musician and actor, Gordon Sumner (aka Sting)
Inverted yield curves, negative bond yields, liquidity everywhere and not a drop to drink
But depressed growth and further Eskom support weigh heavily on government
“Invest for the long haul. Don’t get too greedy and don’t get too scared.” – Shelby M.C. Davis
"Speculation … allows you to put your emotions first, whereas investment gets emotions out of the picture.” – John C. Bogle
But South African bonds still offer a bulwark against global policy normalisation
But after riding the wave of optimism, we are now cautious of South African bonds at current levels
Renewed optimism and contained inflation could benefit government bonds
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