Matt & Kevin perform a post-mortem on the bond market, after the biggest decline on record. They consider the place of bonds in an investment portfolio going forward. Topics include:

  • Why have bonds dropped in value so much?
  • Will this likely get worse before it gets better?
  • Why is this time different from past periods of rising interest rates?
  • Why have some bonds done worse than others?
  • What are the implications for returns from bonds going forward?