Bonds have been under pressure lately because of possible 4 times interest rate hikes because of inflation. Everyone is looking at the 10Y US Treasuries yield which currently stands at 2.87. Many analysts are saying the same thing, but I shall quote Schroders in a recent SIAS report, “based on our models, US equity valuations are sustainable as long as US 10Y yields does not go above 3%”. Yet, when I look back in Dec 2013, the US 10Y yield stood at 3.03%. Now what happened back in 2013 to 2014? It was then a great bull run for US stocks!
I should not be too cocky. It is not what I think that is important, but what most people are thinking.
Anyway found this post : https://www.marketwatch.com/story/why-investors-shouldnt-panic-over-falling-bond-prices-2018-02-13