“I’d Rather Be a Bond”
The Markets
Mar 27
“I’d Rather Be a Bond”
“I’d Rather Be a Bond”

The Markets
Mar 27
Shownote
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 March 25, 2026.
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Highlights
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.
Chapters
Chapters
Why did bond yields surge—and what does it mean for the Fed's next move?
00:00Can bonds still protect portfolios when geopolitics and inflation collide?
02:30Why are bonds looking more attractive than stocks right now?
04:52What do rising yields tell us about the future of income and interest rate risk?
07:29Transcript
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:...