Matt Miskin On The State Of The Bond Market

Matt Miskin, Co-Chief Investment Strategist at John Hancock Investment Management, thinks the bond market will cool off a little bit. He points out the U.S. Aggregate Index is now down about 4%, that kind of draw is usually a good entry point. They are seeing corporate bonds in the BBB and BB space being the best relative value at 2.5 - 4% yield. That is where they would add to amidst this bond market tantrum. He thinks the consumer and the reopening will be great the first half of the year due to the stimulus, but sees higher taxes and a tighter Fed in 2022 causing a flattening of the curve.

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Matt Miskin On The State Of The Bond Market

Matt Miskin, Co-Chief Investment Strategist at John Hancock Investment Management, thinks the bond market will cool off a little bit. He points out the U.S. Aggregate Index is now down about 4%, that kind of draw is usually a good entry point. They are seeing corporate bonds in the BBB and BB space being the best relative value at 2.5 - 4% yield. That is where they would add to amidst this bond market tantrum. He thinks the consumer and the reopening will be great the first half of the year due to the stimulus, but sees higher taxes and a tighter Fed in 2022 causing a flattening of the curve.

ON AIR
7:00 am
Market Overtime
replay

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Daily insights for every investor

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