Arun Singhal, founder and chief investment officer (CIO) at Indicus Capital, discusses the growing accumulation of US and global debt on sovereign balance sheets, the recent Moody’s US credit downgrade, and what it means for markets.
The CIO unpacks whether there are questions over the US exceptionalism narrative and investing in dollar-denominated assets long term.
Looking elsewhere, he discusses the worrying signs in the Japanese government bond markets; how it’s impacting the pricing of risk, and the potential wider implications on global bond markets.
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