Bond market opportunities beyond US borders
Update: 2025-08-11
Description
On the latest episode of Wellington’s InvestorExchange podcast, host Amar Reganti sits down with Brij Khurana, portfolio manager of an unconstrained bond strategy, to discuss the shifting dynamics of US and global markets, and what they mean for asset allocators.
1:45 – How the US navigated the GFC and COVID pandemic
6:50 – Immigration and labor supply
8:30 – The One Big Beautiful Bill Act and the Fed
11:40 – What’s happening in global capital markets?
14:10 – Applying this to allocations
17:20 – What’s next?
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