Bonds and Sydney Airport could both lose 20% in value

Chief Investment Officer and founder of Aitken Investment Management
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For the last 12 months, I have been warning about the capital loss risks in government bonds and “defensive” equities, as interest rates rise from historic lows. I am of the view that interest rates, inflation, and volatility have bottomed, while conversely, we believe the price paid for long duration bond sensitive “defensive” equities has peaked.

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