19 Nov 2016 (AFR) – Investors beware: boring bonds are getting interesting

(19 November 2016, AFR, p22, by Patrick Commins)

‘Like it or not, your investments, your savings and even your home are linked to the bond market. And bonds are not boring – if only they were. They are very exciting indeed, but in a rather terrible way. Bonds have become terribly exciting because of what they have been doing – cratering. They are also exciting because they are the canary that has begun singing increasingly loudly about the end of ever-lower rates and that inflation may indeed not be dead, but just resting.’

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