AllianceBernstein’s Eric Winograd and Geoff Cornell examine why higher long-term government bond yields may reflect structural forces beyond inflation.
- Rising AI investment and productivity expectations could lift long-term growth and the neutral interest rate.
- Heavy hyperscaler borrowing, persistent fiscal deficits and rising government debt are increasing competition for investor capital and term premiums.
- Greater policy uncertainty may keep rates more volatile, reinforcing the importance of disciplined asset-liability management for insurers.
Explore the full report to understand why higher yields may persist even if inflation expectations remain contained.
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