Bonds
Japanese insurers trim foreign debt as domestic yields soar
Rising domestic bond yields are prompting Japan's major life insurers to boost holdings in local bonds and reduce overseas debt. Roughly half of ten companies that disclosed half-year investment plans reported cuts in foreign debt holdings, citing improved returns on domestic assets. Hedging costs against currency swings remain high despite a 40% drop, diminishing the appeal of foreign investments.
G7 Debt Concerns Lift Bond Yields
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Concerns over G7 debt levels pushed bond yields higher in France, the UK, and the US on September 11, 2025, reflecting investor worries about fiscal sustainability. This movement highlights broader anxieties in global fixed-income markets.
Chinese Bond Yields Climb Higher
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Chinese government bond yields rose to elevated levels, reflecting shifts in economic policy and market dynamics.
60/40 stock-bond strategy eyed for next decade
The classic 60/40 portfolio, allocating 60% to stocks and 40% to bonds, faces criticism after recent poor performance but experts argue it remains a solid choice for long-term investors. Despite a tough 2022, where both assets declined sharply, projections suggest bonds and stocks could deliver steady returns over the next 10 years. This approach offers diversification amid economic uncertainties.