Goldilocks scenario spills over into the bond market
Roni Green, from GF Asset Management shares his perspective on the ongoing artificial intelligence boom in bond markets. The noteworthy influx into these markets, according to Roni, signifies a lack of recessionary fears and the spillover of the Goldilocks scenario, making bonds quite expensive. He hints at a high demand from corporates who record large issuances, both in the US and Australia. He indicates that bonds are being oversubscribed, making it an opportune time for corporates to borrow.