Top Tweets for #commoditys

RISING YIELDS - CHANGING MINDSETS IS ESSENTIAL With structurally rising interest rates, the way portfolios have been managed from 1980 to 2020 has come to an end. As rising rate imply lower valuations for long-duration assets, such as long-dated bonds and growth stocks, the recipe that worked over the past decades has become not only useless, but even harmful. In this context, investors should be ready for a more bumpy road, and build portfolios that would do well in an inflation/rising rate environment: Short duration, commodity exposure, value over growth. Few have this mindset for the moment. https://t.co/QP45ssuzYd