Attempts to catch the moments in markets when asset prices change direction is not only fraught with jeopardy, it also risks sitting on the sidelines holding cash for substantial periods of time.

Market bubbles are typically driven by unrealistic valuations and speculative activity. The question of whether we’re in bubble territory in 2024 hinges on the link between AI and the dominance of the Magnificent Seven.

DNCA's Global Product Manager Daniel Claringbull provides a snapshot of the fixed income investment landscape, assessing risks, opportunities and where rates may be headed in the second half of 2024.