A Deep Dive Into Global Bond Markets With Krishna Memani

The video discusses the influence of central banks on bond markets, highlighting the role of high savings in Asia and demographic trends in developed markets. It explores investment strategies in response to market dynamics, including the impact of inflation and Fed policies on yield curves. The discussion also covers corporate debt risks and the implications of high cash holdings among fund managers, emphasizing the search for safety in investments.

What are the primary drivers of low interest rates according to the text?

What role do central banks play in the bond market according to the discussion?

How does the aging population affect the demand for safe haven assets?

How might inflationary concerns impact the bond yield curve?

What factors are suggested to influence the bond market's future direction?

What concerns are raised about corporate debt growth in the text?

Why are cash holdings among fund managers at their highest since 2001?