Listen "#44 Bonds – anything but boring"
Episode Synopsis
Once seen as safe and steady, bonds are now at the heart of market turbulence. From political pressure on the Fed to diverging central bank moves and volatile long-end yields, 2025 is rewriting the rules. Jason Borbora-Sheen makes the case for short-dated bonds, global diversification and a relentless focus on capital protection. Hosted on Acast. See acast.com/privacy for more information.
More episodes of the podcast The Investment Perspective, with Ninety One
#46 Why SA bonds are holding firm
11/09/2025
#45 The ‘safe’ portfolio just got risky
05/09/2025
#43 The price is (finally) right?
29/08/2025