
← Investec Focus Radio SA12 aug · 22 min
No Ordinary Wednesday Ep 133 | Bond markets: A licence to yield.
No Ordinary Wednesday Ep 133 | Bond markets: A licence to yield.
The easy gains may be over, but the case for bonds is not. Annelise Peers, Chief Investment Officer at Investec Bank Switzerland, and Awongiwe Booi, Fixed Income Analyst at Investec Investment Management in South Africa, unpack why attractive yields, easing inflation and South Africa’s underpriced reform story could make fixed income a source of return, not just protection, and what could still spoil the opportunity.