Kay Herr and Ed Al‑Hussainy Discuss the Rise in Global Bond Markets on Bloomberg Real Yield

Kay Herr, the senior portfolio manager of JPMorgan Asset Management’s US GFICC division, and Ed Al‑Hussainy, portfolio manager at Columbia Threadneedle Investments, joined Bloomberg Real Yield host Scarlet Fu to discuss recent declines in government bond markets worldwide and the resulting rise in yields. The conversation highlighted the rapid increase in bond yields in Japan and the United States. Investors were urged to assess signals indicating the end of the low‑interest‑rate environment, while central‑bank policy shifts and inflation expectations were examined. Herr noted that volatility in global bond markets has reshaped investors’ risk appetite. Al‑Hussainy outlined the risk‑management measures and strategic bond allocations adopted in portfolio management to navigate these fluctuations. The program aimed to help investors understand how the uptick in bond yields could affect long‑term borrowing costs and portfolio risk profiles, encouraging them to evaluate these developments within the context of their own risk tolerance and investment objectives. This is not investment advice.