Bond Mastery: Fixed Income Insights for Private Wealth

doctorpot1 : US lowering interest rate should have the same effect as BOJ increasing interest rate for carry traders right? so will we see another huge unwinding no just for Yen carry trade but also other countries carry trade like RMB.

how will this impact bond market?

also how will recession impact the bond market? will it lead to huge number of defaults causing bonds fund to go to 0?

doctorpot1 : as jpow announce "confirmation" for a rate cut, USD had weakened significantly. for foreign traders who is worried that the weakening USD will erode the yield entirely, how can we hedge against this currency risk?

snoopy123 : read  from fund profile that quarterly dividends are paid at discretion of fund manager (no guarantee).. any explanation for this?

snoopy123 : can share the slides?

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