2021 may be the year of economic recovery, which is great news for earnings and profit growth, but also now puts pressure on company pricing. This in turn is putting pressure on bond markets.
What does this mean for asset allocation and portfolios?
Watch Guy Monson’s latest six minute strategy as he talks about doing battle with the bond markets, discussing:
• Whether the Fed’s promise to not raise rates before 2024 is losing credibility
• How markets have performed so far in 2021
• Renewable energy infrastructure as an alternative to bonds in your portfolio