Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: Today features Saxo CIO Steen Jakobsen as we quickly discuss the dynamics driving the spike higher in long US treasury yields (and yields around the world). This sharp rise in real yields at the long end of the curve to remarkable new highs is creating a significant danger moment for markets. Investors should move to protect their portfolios.
Listen to today’s podcast - slides are available via the link.
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