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The Recent Bond Market Selloff In Historical Perspective

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  • beebee
    edited August 2013
    The only bond fund I own that has experienced a similar 10% lost over the 2013 time period referenced in the artcle is an emerging market bond fund, PYEMX. Here I believe currency devaluation has also played a part in the value of the emerging market bonds...maybe more so than interest rate hikes. A weaker currency makes countries more competitive, but hurts the relative value of its bonds. Japan orchestrated a lot of this currency devaluation most recently.

    Wondering if other have thoughts on how currencies rather than interest rates might be playing a part in these bond valuations?

    Still holding TGBAX and PONDX.
  • Well there are a lot of people who didn't know they held a bond fund in AQRNX (and who knows even ARCNX) that have suffered a lot.
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