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Why higher rates are good for the world (and which stocks can do well)
Manage episode 381708122 series 3332390
Forager Funds에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Forager Funds 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In episode 23 of Stocks Neat, Co-Portfolio Manager Gareth Brown and CIO Steve Johnson sit down to discuss the opportunities available for investors in the current interest rate environment, following our CIO Letter, "Reasons to welcome the death of TINA”.
In October, yields on US Government 10-year bonds hit 4.98%, a level not seen since the mid-2000s. With rising yields has come weakness in equity markets as investors take advantage of risk-free returns. So does the death of TINA mean disaster for equity markets? You might certainly think so. For Steve and the Forager team, however, we feel far more comfortable with TINA in the ground.
Listen to the full episode to find out why.
“We are living in a world where capital has some element of scarcity to it, and people are making sensible decisions about where to allocate capital and what businesses get it.”
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