Episode Details

If you have been waiting for mortgage rates to fall, wondering whether property prices can keep climbing or questioning whether shares still offer enough reward for the risk, there is one market worth watching.

And it is probably not the one you think.

While most investors are focused on the sharemarket, sharp moves in the bond market are changing the price of money around the world. What happens next could flow through to your mortgage, your super, your investments and even what governments can afford to spend.

For years, ultra-low interest rates made the investment choice feel relatively simple. If you wanted a decent return, you had to accept more risk. Now that assumption is being tested, and the investments that made sense when money was cheap may need to work much harder to earn their place.

In this episode, Paul looks beyond the headlines to unpack the signal coming from the bond market and why it matters to anyone building or protecting wealth.

Are today's higher rates a temporary interruption, or are we entering a very different investment era? And if the rules of the game are changing, what should investors be paying attention to now?

Inside this episode:

• The overlooked market movement that could affect how far mortgage rates fall

• Why shares and property may now have a much higher bar to clear

• The global squeeze that could keep the cost of money elevated

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