The Evelyn Partners Investment Outlook Video: Challenging times in government bond markets

Recent volatility in government bond markets indicates that investors are struggling to navigate short-term inflation and interest rate risks, along with longer-term issues surrounding mounting US public debt

06 Feb 2025
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Investment Outlook February Video

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Episode overview

This year marks the 150th anniversary of the discovery of the Mariana Trench, the deepest point on Earth. This accidental discovery revealed depths never before reached.

Similarly, the U.S. government debt has reached unprecedented levels, though not by accident. Recent bond market volatility has investors looking into the abyss, seeking yields to balance the risks associated with cyclical changes in inflation and interest rates.

While the equity market is buoyed by favourable fundamentals, investors must consider a range of diversifiers to protect their portfolios from volatility as much as possible. In an era characterised by inflation and rising government debt, gold could be a key component of investment portfolios.

Important information

The value of an investment may go down as well as up and you may get back less than you originally invested.

Past performance is not a guide to future performance.