This just in: CEO Chris Shuba in Financial Planning

Let’s talk about bonds!

Bond Market’s Best Month Since 1980s Ignites Global Rally Across All Sectors

  • Capping off a difficult year for bonds, November emerged as a historic month, marking the best performance for U.S. bonds since 1985.
  • U.S. junk bonds had their most substantial rally since July 2022, increasing by over 4%, underscored by a record inflow of $11.9B into exchange-traded funds (ETFs) tracking this asset class.
  • November was a standout month for debt markets globally, with a Bloomberg index of sovereign and corporate debt delivering its highest return since 2008, over 5%.
  • This sparked an unprecedented rally across diverse markets, from stocks and credit to emerging markets.
  • Last month’s yields exceeding 5% prompted active bond managers to increase their holdings in longer-term debt.
  • Echoing this trend, a recent client survey by JPMorgan Chase & Co. indicated a continued rise in these investments, with a record 78% of surveyed active investors expanding their net long positions.
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  • Source: Helios Quantitative Research, Bloomberg, JPMorgan Chase & Co.