{"id":4109,"date":"2021-03-19T17:58:50","date_gmt":"2021-03-19T16:58:50","guid":{"rendered":"https:\/\/sarasinandpartners.com\/za\/?p=4109"},"modified":"2022-11-23T16:47:54","modified_gmt":"2022-11-23T16:47:54","slug":"six-minute-strategy-doing-battle-with-the-bond-markets","status":"publish","type":"post","link":"https:\/\/sarasinandpartners.com\/za\/think\/six-minute-strategy-doing-battle-with-the-bond-markets\/","title":{"rendered":"Six minute strategy: Doing battle with the bond markets"},"content":{"rendered":"<p>2021 may be the year of economic recovery, which is great news for earnings and profit growth, but also now puts pressure on company pricing. This in turn is putting pressure on bond markets.<\/p>\n<p>What does this mean for asset allocation and portfolios?<\/p>\n<p>Watch Guy Monson\u2019s latest six minute strategy as he talks about doing battle with the bond markets, discussing:<\/p>\n<p>\u2022 Whether the Fed\u2019s promise to not raise rates before 2024 is losing credibility<br \/>\n\u2022 How markets have performed so far in 2021<br \/>\n\u2022 Renewable energy infrastructure as an alternative to bonds in your portfolio<\/p>\n<p><div class=\"responsive-container\"><iframe title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/j8gf1jbUORM\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/div><\/p>\n<p><a href=\"https:\/\/sarasinandpartners.com\/wp-content\/uploads\/2021\/03\/Six-minute-strategy-19-March-2021.pdf\" target=\"_blank\" rel=\"noopener\">Download presentation slides.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>2021 may be the year of economic recovery, which is great news for earnings and profit growth, but also now puts pressure on company pricing. This in turn is putting pressure on bond markets. What does this mean for asset allocation and portfolios? Watch Guy Monson\u2019s latest six minute strategy as he talks about doing...<\/p>\n","protected":false},"author":19,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[28,148],"tags":[],"coauthors":[81],"class_list":["post-4109","post","type-post","status-publish","format-standard","hentry","category-markets","category-video"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Six minute strategy: Doing battle with the bond markets - Sarasin &amp; Partners South Africa<\/title>\n<meta name=\"description\" content=\"2021 may be the year of economic recovery, which is great news for earnings and profit growth, but also now puts pressure on company pricing.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/sarasinandpartners.com\/za\/think\/six-minute-strategy-doing-battle-with-the-bond-markets\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Six minute strategy: Doing battle with the bond markets - Sarasin &amp; 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