Carlyle’s Bansal Says Bonds Shed Role as Stocks’ Shock Absorber

Rajiv Bansal, chief of asset-backed finance at Carlyle Group, stated that traditional fixed income investments are becoming increasingly correlated with stocks, reducing their historical function as a portfolio stabilizer. Bansal did not specify a timeline for this shift or provide data quantifying the correlation increase. His comments reflect broader industry observations about bond and equity market movements in recent years.

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