“I’d Rather Be a Bond”

The Markets

Mar 27

Overview Shownote Highlights Transcript Chapters Pins

Shownote

Bond yields have risen sharply in the past month. Is this move an overreaction – and is it creating opportunities for investors? Lindsay Rosner, Head of Multi-Sector Investing in Goldman Sachs Asset Management, discusses with Chris Hussey. Recorded on Ma...

Highlights

In this episode, Goldman Sachs Asset Management’s Lindsay Rosner joins Chris Hussey to unpack the recent sharp rise in bond yields—and what it means for investors navigating heightened geopolitical tension, inflation uncertainty, and shifting central bank expectations.

00:04

Bonds are a good hedge against volatility caused by geopolitical risk and inflation

02:30

Bonds may still serve as portfolio ballast despite inflation fears and geopolitical risk

04:52

The speaker believes the Fed will cut rates by 50 basis points despite market pricing in no cuts

07:29

Bonds are a good investment due to rising yields

Chapters

Why did bond yields surge—and what does it mean for the Fed's next move?

00:00

Can bonds still protect portfolios when geopolitics and inflation collide?

02:30

Why are bonds looking more attractive than stocks right now?

04:52

What do rising yields tell us about the future of income and interest rate risk?

07:29

Transcript

Chris Hussey: This is The Markets. I'm Chris Hussey. And today is Wednesday, March 25th. And I'm here with Lindsay Rosner, who is head of multi-sector investing within Goldman Sachs Asset Management. Lindsay, thanks so much for joining us. Lindsay Rosner:...