Where Are We in the Great Repricing?

In this latest podcast we revisit the predictions we made at the beginning of the year on the outlook for markets and review how the “The Great Repricing” we discussed earlier this year is playing out. We also take the opportunity to make adjustments to our long-only Strategic Asset Allocation views. The great repricing that we had expected for fixed income has dramatically unfolded this past year and a half, with real yields almost at our longer-term target of 2.5% on 10yr US TIPs. We explore what this means for future return expectations on both bonds and equities.

Speakers

Joyce Chang, Chair of Global Research

Jan Loeys, Long-Term Strategy, Strategic Research

Bruce Kasman, Chief Global Economist

Alex Wise, Strategic Research

Amy Ho, Strategic Research

 

This podcast was recorded on October 9, 2023.

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