Yields take off

Natixis Investment Managers
By March 1, 2021 10:31

Yields take off

Yields take off

After a short breather at the end of January, the reflation trade is back. Bond yields have jumped, with 10-year Treasury yields rising 33 basis points and 10- year German Bunds climbing 22 basis points since the beginning of February. The steepening of the yield curve has also, as anticipated, reignited the rotation into cyclicals. Investors now face two big questions: How high can yields rise? At which level does it impact equity markets? In our view, bond yields are unlikely …

Natixis Investment Managers
By March 1, 2021 10:31

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