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Are you wondering how to navigate today’s bond markets? Fixed Income Explained Podcast host Peter Marsland is here to help you explore the opportunities. 

Just when investors thought inflation was under control, short-dated bond yields are on the rise again as the possibility of higher rates from central banks looms large. But what's the impact on other asset classes? Find out in the latest episode of Market Talk.

Last year was terrible for equities. A war in Ukraine, soaring inflation, higher interest rates and weak economic growth all weighed on sentiment. Globally, both small and large caps were firmly in negative territory. Large-cap indices like the S&P 500 were dragged down as technology companies (such as Meta and Tesla) and stocks with high valuations sold off. Meanwhile, risk-averse investors shunned small caps as economic conditions deteriorated.

John Pattullo and Jenna Barnard, Co-Heads of Global Bonds, believe the confluence of attractive yields and an inflection point in rates should make 2023 an opportune year for high quality investment grade and government bonds.

As this economic cycle ends, we shouldn’t expect to see the patterns of the past decade repeated. A new regime in policy and market behaviour is unfolding which investors need to understand if they are to find the best opportunities and safeguard their portfolios.

Housing markets around the world are facing strong headwinds. Household finances and purchasing power are under pressure from falling real incomes, surging household bills and higher borrowing costs.

Could the environment still be favourable for investing in shares – in the context of today’s uncertain market backdrop? We believe so, if investors adopt three central tenets: portfolio diversification, careful selection and long-term thinking.

So thinks Stephen Snowden, Artemis’ head of fixed income. He summarises his thoughts in four key charts.