BNDX Vanguard Total International Bond ETF Loading... : Bullish and Bearish Analyst Opinions
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07:21
Jun 23
Jun 23
Bonds rally as war inflationary impulse ends.
The war-related inflationary impulse appears to be ending as a peace deal looks likely. This should bring some relief on the yield side, potentially allowing European bonds to rally, even though the move may be marginal for equity markets.
MED
14:51
Jun 05
Jun 05
European fixed income offers attractive carry.
European fixed income is interesting because it has already priced in rate hikes, unlike the US, so the carry and balance fit well in a portfolio. The ECB is likely to hike further, but the market has already discounted that, making European bonds more compelling on a relative basis.
MED
11:53
Apr 17
Apr 17
Like European fixed income.
European fixed income is liked, especially in the current environment where monetary policy steps are important, and it offers investable ways to participate in the market with a focus on stability.
MED
19:01
Mar 20
Mar 20
The author believes the market is over-pricing future interest rate hikes in Europe and the UK, suggesting a contrarian trade where those hikes fail to materialize, which would be bullish for bond prices.
MED
17:44
Mar 16
Mar 16
"We think it's more of a buy outside the U.S. We like Europe, core Europe. The idea of two hikes priced in this year is not appropriate." The market is pricing in rate hikes for the ECB due to the inflationary impact of the energy shock. However, central banks typically look through supply shocks. The severe hit to European economic growth from triple-digit oil prices will ultimately force the ECB to cut rates, not hike them, driving bond yields lower. LONG European sovereign bonds as the market is incorrectly pricing in ECB rate hikes during a growth-destroying energy shock. If the energy shock causes persistent stagflation and the ECB rigidly prioritizes its inflation mandate over economic growth, they may actually hike rates, hurting bond prices.
15:34
Feb 22
Feb 22
The author expects Rest of World (ROW) bonds to outperform US Treasuries (UST) on a long-term basis, citing the relative unattractiveness of a US-based 60/40 portfolio.
HIGH
About BNDX Analyst Coverage
Buzzberg tracks BNDX (Vanguard Total International Bond ETF) across 3 sources. 5 bullish vs 0 bearish calls from 6 analysts. Sentiment: predominantly bullish (83%). 6 total trade ideas tracked. Latest voices: Mark Cudmore, Rick Rieder, Vasiliki Pachatouridi.