『Fixed Income Enters A Golden Age, Says BlackRock』のカバーアート

Fixed Income Enters A Golden Age, Says BlackRock

Fixed Income Enters A Golden Age, Says BlackRock

無料で聴く

ポッドキャストの詳細を見る

今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

Opportunities in fixed income are the best in over a decade, according to BlackRock. Investors can now build a 6% yielding portfolio without taking on the substantial credit or long-duration risks required in the past. Meanwhile, central bank policies have become desynchronized globally, creating a unique environment where Asian local bonds are negatively correlated to US debt. This wide dispersion in rates is creating unprecedented opportunities for investors to diversify portfolios and differentiate returns.

Navin Saigal, head of global fixed income, Asia Pacific at BlackRock, joins John Lee on the Asia Centric podcast. He discusses how the AI and tech revolution is driving productivity gains and high GDP growth alongside a net-negative job environment — a dynamic that could put a dampener on global inflation. Saigal also explains why Asian local bonds remain among the most compelling, yet under-owned, diversification opportunities in the market today.

See omnystudio.com/listener for privacy information.

まだレビューはありません