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Surveillance: Cash Over Bonds, Goldman Says
Surveillance: Cash Over Bonds, Goldman Says
ratings:
Length:
25 minutes
Released:
Nov 12, 2021
Format:
Podcast episode
Description
Christian Mueller-Glissmann, Goldman Sachs Managing Director of Portfolio Strategy & Asset Allocation, says cash looks better than bonds in upcoming cycle. Jean Boivin, BlackRock Investment Institute Head, says a muted market response to inflation will keep real rates “very low for a sustained amount of time.” Seema Shah, Principal Global Investors Senior Global Investment Strategist, says emerging markets are slightly more stable than we've been used to in recent years. George Goncalves, MUFG Head of U.S. Macro Strategy, says inflation could fast forward the Fed's timeline.
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Released:
Nov 12, 2021
Format:
Podcast episode
Titles in the series (100)
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