Strategy Insight
Peter Berezin’s Thoughts Of The Day: Move Over Trade War, There May Be A Bigger Risk Lurking Around The Corner
Rising bond yields may present an even greater danger to the global economy than the trade war. With equity valuations no longer discounting much economic risk, investors should position themselves defensively.
BCA Research | Global Investment Strategy
Global Investment Strategy, Counterpoint, Emerging Markets Strategy, China Investment Strategy, European Investment Strategy, US Investment Strategy.
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