Investors are at a bit of a crossroads as traditional fixed income products pull in yields close to zero and liquidity issues forcing intermittent ‘dislocation’ of bond prices beyond fair value, according to fund managers.
Tahn SharpeJuly 28, 2020
Investors are facing some deeper thinking about defensive asset classes, portfolio diversification and income generation in light of the diminished attributes bonds now hold due to the unique circumstances financial markets are throwing up. Experts discuss the evolving environment and consider relevant defensive strategies.
Matthew SmithJuly 27, 2020
If the US printing of money was helping to finance military or economic domination it would make more sense than what the printing of money is being used for, which is to buy the bonds of, and support low interest rates for, rubbish, Triple C-rated, junk companies - Roger Montgomery writes.
Roger MontgomeryJune 18, 2020