Grand Canyon

The Big Picture podcast

Listen to the latest episodes on the Ninety One Big Picture podcast channel.
Featuring frequent interviews with our investment professionals and special guests, subscribe to The Big Picture podcast channel on your app of choice to listen on the move or listen below.
Latest episodes
Episode 5115 min02 Oct 2023
How worried should investors be about the debt-fuelled bet on US Treasuries?

Bond yields in the US have been on the rise since 2020. From a low of below 1% ,the 10-year yield at the time of publication is over 4.5%. Yes, inflation is still elevated and interest rates are thus remaining high, but are there other factors at play? Jason Borbora-Sheen explains the fundamentals and the actions of market participants, their consequences and the potential outcomes.