Posts tagged: bond market

Something important about the global bond market (as of Feb. 28, 2017)

           Source: J.P.Morgan Asset Management

 

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10-Year Treasury Yield and S&P 500: where negative correlation starts?

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10Y UST and S&P500: long term trends

“Over the same 30-year period that global stocks have delivered their stellar +7.5% real return, a constant maturity portfolio of 30-year U.S. Treasuries has delivered a no less impressive +6.2% real,” GMO’s Ben Inker writes.

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Global Bond Market as of March 31, 2015

“The chart below shows the difference between estimated Global bond demand and supply. This mismatch aids in returns for fixed income, as more investors look to invest (creating more demand) with less supply to satisfy these needs. The left chart breaks down the sources of demand, showing that monetary easing has created a large portion of this demand as developed market central banks continue to purchase bonds to stimulate their economies.

The next slide highlights the growth in the fixed income markets and provides some data points to highlight some of the diversification benefits of different markets. Read more »

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