Bonds back in focus amid oil-driven inflation risk

Rising oil prices, geopolitical tension, and cautious central banks are reshaping the fixed income landscape — and creating opportunity for patient investors.

In this ausbiz interview, George Bory, Chief Investment Strategist for the Fixed Income team at Allspring Global Investments, unpacks the key forces at play: from Middle East supply risks fuelling stagflation concerns, to why central banks globally remain in a holding pattern on rates.

George also explains where he sees value emerging — including why higher bond yields and investment grade corporate credit may offer an attractive entry point for those willing to extend duration.