Gregory Peters

Ten-year US bond yields currently exceed equity earnings yields, making fixed income a more favourable option from a risk-adjusted return perspective.

Bonds benefit from 4-decade discounts and elevated yields

This combination presents a rare opportunity to capitalise on higher yields and enhance total return potential as bond prices get pulled to par over their maturity terms

Investors are adjusting to the contours of the new global paradigm, but ultimately, a new regime of higher bond yields makes fixed-income assets attractive for long-term investors.
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