"P.S.: I cannot help noticing that both the 30-year ACGB nominal yield and the 2040 indexed bond yield are presently flirting with their 2-year lows (3.19% and 0.68% respectively); so much for the “inexorable" rise of interest rates."
For investors with a business owner mindset, and who own shares in publicly-listed companies for their long-term shareholder value creation, the word "inexorable", in this context, means at some stage; not necessarily this week, this month, or even this year.
It strikes me that the bond buying in recent weeks is largely an outworking of the Trump uncertainty factor, notably in relation to protectionist posturing.
Do you really think that interest rates will be sustained on an ongoing basis at these sorts of record lows?
Ann: Transurban Investor Presentation, page-11
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