The View Beyond: Higher yields, risk or opportunity?

Podcast: Moving Markets · Julius Baer

Opublikowano: 2026-10-03

With the US 10-year treasury yield recently crossing the 5% threshold and the Federal Reserve maintaining a hawkish stance, bond investors are facing heightened volatility and a rapidly shifting landscape. Are higher yields a warning sign of greater risk, or do they present new opportunities for portfolio construction? In this episode, Rishabh Saksena, Co-Head of Global Asset Class Specialists at Julius Baer, is joined by Dario Messi, Head of Fixed Income Research. Together, they dissect the drivers behind the recent surge in yields, the implications of monetary policy repricing, and the nuanced impact of a more hawkish Fed...