Report: Bond market premiums are increasing.

date
13/03/2026
Luke Hickmore from Aberdeen Investments stated in a report that various premiums in the bond market are currently increasing simultaneously. The investment director said, "There is a higher inflation premium, reflecting the tail risk of oil prices keeping inflation elevated." Additionally, there is a higher term premium, reflecting the uncertainty of where interest rates will eventually stabilize, and on top of that, there is an increasing geopolitical risk premium being added. These premiums will not show up in one specific row on a spreadsheet, but they are collectively pushing up yields.
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