Quarterly Outlook
Q4 2023 | Bond. Long Bond(s)

This Quarterly Outlook, "Bond. Long Bond(s)" looks at how an economic slowdown and ‘peak rates’ could push us toward a stagflation lite environment and a four-decade opportunity to go long bonds. 

Get our in-house analysts’ views on the opportunities and risks on tap across equities, FX, commodities and, of course, bonds. Read the Outlook today and start planning your investment strategy for Q4 and beyond.

In this edition: 

Our team of SaxoStrats is back – and so are bonds. In this Outlook, they focus on how ‘peak rates’ and the spectre of stagflation lite have combined to give investors a compelling reason to go long bonds. We also look at how ‘peak rates’ are hitting the green transformation hard, the relentless strength of the US dollar and stagflation’s potential to push precious metals higher. 

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