Bond market woes and the question of a hard landing; how to protect capital without using traditional defensives

Talking Capital
12/10/2023 33 min Episodio 17
Bond market woes and the question of a hard landing; how to protect capital without using traditional defensives

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Episode Synopsis

In this episode, Ian and Robert discuss:Bonds: why are bonds selling off and what does this mean for other asset classes?Hard landing: what is the likelihood of a harder landing and what does this mean for portfolio construction?Defensive asset classes: what has been a defensive asset class so far this year and do you expect this to change?

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