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          Bond Bulletin

          Government bonds – Curve your enthusiasm

          GI
          GFICC Investors
          Veröffentlicht: 24-09-2026
          Central banks across most developed market economies have shifted towards tighter monetary policy in recent weeks and regained some credibility on inflation. This week’s Bond Bulletin examines the implications for the long-suffering long end of government bond yield curves.

          Implications for Fixed Income investors

          In our view, the pessimism on bonds has gone too far and created some investment opportunities at yield levels last seen decades ago. The significant rise in yields over the last six months and the resilient global economy guide us to embrace all three elements of a bond portfolio: duration, yield and carry. There is strategic value to be found in the long end of government bond markets, including the US, Australia, Japan and the UK. 

          About the Bond Bulletin

          Each week J.P. Morgan Asset Management's Global Fixed Income, Currency and Commodities group reviews key issues for bond investors through the lens of its common Fundamental, Quantitative Valuation and Technical (FQT) research framework.

          Our common research language based on Fundamental, Quantitative Valuation and Technical analysis provides a framework for comparing research across fixed income sectors and allows for the global integration of investment ideas.




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