Bonds Trading At A Bargain Right Now? | Jim Masturzo

Today's guest has a contrarian bullish view on bonds, especially when looking out over the next 3 to 5 years.While consensus still leans cautious, his take is that this moment offers a rare setup for strong bond performance.Why? Well, let's ask the man himselfToday we have the good fortune to welcome to the program Jim Masturzo, CIO of Multi-Asset Strategies at Research Affiliates.Around $150 billion in assets are managed worldwide using investment strategies developed by Research Affiliates.

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0:00 - Jim Masturzo's contrarian bullish view on bonds

1:49 - Current assessment of economy and financial markets

4:13 - Why the market is too bearish on bonds

8:35 - Tariffs as a one-time price shock vs. sustained inflation

11:36 - Factors for higher vs. lower bond yields

16:03 - US treasuries remain a safe haven despite reduced foreign purchases

20:34 - Economic slowdown and Fed interventions favor lower yields

24:40 - No strong recession concerns, focus on diversification

26:46 - Opportunities in emerging market equities and local debt

32:28 - Attractive valuations in Brazil, Turkey, and Eastern Europe

37:03 - Retail investors should stick to emerging market ETFs

40:25 - Duration favorable for bonds as yields decline

44:02 - Risks in private credit for retail investors

51:31 - Commodity outlook: favor active management over passive

56:16 - Advice for retail investors: focus on education and diversification_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.