Making sense of bond markets in 2025 – panel discussion video #1

Bond markets have been the source of plenty of activity in 2025. There have been concerns over US treasuries as the incoming government has pursued increasingly unorthodox economic policies and threatened central bank independence. Corporate bond spreads have hit all-time lows over government bonds, while emerging markets have started to look like developed markets. Strategic bond managers Mike Riddell and Robert Baltzer discuss how they’re navigating this choppy environment.