Prospects and Strategies – International Bonds

29 Apr

Prospects and Strategies – International Bonds

Long-term interest rates will gradually rise across the board. Renewed attractiveness of dollar bonds. Investment strategy focused on USD, CAD, and AUD markets.

Key Points

  • Long-term interest rates will gradually rise across the board
  • Renewed attractiveness of dollar bonds
  • New upward trend in interest rates temporarily curbed by ECB action
  • Trend reversal in interest rate markets
  • Japanese long-term rates are following the general trend without conviction
  • Chinese bonds still attractive