Asset Allocation Watch … out of bonds into equities
Dienstag, Februar 3rd, 2009Over the last days we see increasing interest from investors to sell bonds and buy (back) equities.
Reasons are …
- the huge need of all Governments to finance their attempt to “save the planet”.
- the possible outperformance in future years as either the economy picks up or/and inflation rises.
- most people think, that NOW … […]
