bond yields

Where do we stand in this debate?

Liquidity and cheap money underpinned a massive global rally in bonds and stocks.

While the recent spike in bond yields affected Asian bonds, the muted impact hints at resilience.

Morningstar sees value in large-cap US stocks with a wide economic moat.

Inflation is not seen to be a problem as economic recovery sets in.

(July 22): A rapid deterioration in Singapore’s economic data has fuelled speculation the central bank will ease monetary policy. The result may be higher interest rates and bond yields.

SINGAPORE (Apr 19): Strong global demand should continue to fuel capital expenditure spending and trade but growth momentum for the global economy is moderating, says JP Morgan Asset Management (JPMAM) in its market outlook for the second quarter of 2018.

SINGAPORE (Feb 6): Global equities may have corrected over the past week on inflation and rates concerns, but this does not herald the start of a bear market, says the CIO office of DBS Bank.

SINGAPORE (May 23): Bank of Singapore (BoS) is maintaining its neutral stance on US and European equities with a focus on rotation and carry themes, while recommending exiting technology and taking exposure in financials in the case of equities.

SINGAPORE (Jan 9): RHB expects DBS’ share price performance, which was already strong since the US presidential election results, to surge even further from higher Singapore interest rates in the near-term.