The Bond Bull's Twain Moment
Does the recent rebound in inflation and G-3 yields portend the beginning of the end for a bull market that has spanned more than three and a half decades? Or does the increase in rates driven by the Trump bump, the ECB taper, and the so-called reflation trade turn out to be yet another buying opportunity, similar to the taper tantrum and all the other selloffs along the way?
Robert Tipp Discusses Global Market Conditions on Bloomberg's Real Yield
The Second Quarter Outlook examines the secular fundamentals still underpinning the bond market, the driving forces behind the "reflation" trend, and the issues that may become the most contentious during the Brexit negotiations. (April, 2017)
The new, pro-growth U.S. administration and rising global political risks could affect the current credit cycle in several ways, including an acceleration due to changes in regulatory and tax policies and an elevation in tail risks that requires heightened monitoring. (February, 2017)Read More
PGIM Fixed Income's Robert Tipp, Chief Investment Strategist, appeared in a Q&A entitled, "Bonds Still Solid in Today's Tricky Markets," which appears in the July issue of AsianInvestor magazine, June 15, 2016Read More