Bondholders Risk $2.6 Trillion Hit on Even a Modest Yield Rise

  • From Treasuries to company debt, duration is near record high
  • A half-point jump brings U.S. yields back around 2019 average

Source: iStockphoto/Getty Images

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After a wild week on Wall Street that saw inflation expectations reach decade highs, portfolio managers are staring down an ever-more dangerous prospect: A modest rise in yields that inflicts trillions of dollars in losses.

It’s a result of investors’ exposure to duration, a key gauge of risk for bondholders that’s near record highs. Even a half-percentage point jump in yields from here, to roughly the pre-pandemic average in 2019, would be enough to ravage funds of all stripes. It’s a threat with implications across asset classes, from emerging markets to high-flying tech shares.