הכלל הישן נשבר: לא כל אג"ח ממשלתית היא השקעה סולידית

הערכה

The assumption that government bonds are inherently safe investments is being challenged as inflation, large deficits, and rising financing needs push governments to issue debt at higher interest rates. In this environment, even government bonds can drop sharply in value, while bonds from strong companies may offer a better alternative. The shift signals a need for investors to reassess risk assumptions, as the traditional hierarchy of safety between government and corporate debt may no longer hold. Watch for further analysis on which specific markets or issuers are most exposed to this volatility.