Will Bond Vigilantes end the Equity Bull Market?

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This week on The Art of Investing, attention turns to the bond market as rising real yields begin to create a new challenge for investors.

Chris breaks down what real yields actually are, why they are moving higher and how increasingly attractive returns from government bonds could eventually start competing with equities for investors’ capital.

The team also unpack the US Treasury’s latest intervention in the bond market, likening the move to a modern-day “Operation Twist”, and debate whether policymakers can successfully push down longer-term yields when borrowing demand remains so high.

Alongside the bond discussion, Mark reviews a busy week across markets, from a weaker US dollar and a rebound in Bitcoin and Ethereum to Moderna’s extraordinary rally. The team also answer listener questions on whether it’s too late to start following the portfolio, how they use moving averages to inform investment decisions, and the role currency hedging can play when investing overseas.

This Week’s Highlights: