{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/6704f63a835696b02f258dd3/69fae6df82781c7c45bdc977?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"#81 The 5% problem: why bonds are back in the conversation","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/6704f63a835696b02f258dd3/1778050582353-ee1acd25-dd32-4541-9897-43b26db32691.jpeg?height=200","description":"<p>The US 30-year bond yield has broken through 5%. That might sound like a technicality, until you understand what it means for every other asset class on the planet. John Stopford unpacks why yields are on the move, what a flattening curve signals for growth, whether equity valuations can hold and why he is selling into strength.</p>","author_name":"Ninety One"}