Rising Bond Yields Could Send $250 Billion Into Equity Funds

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Rupert Hargreaves
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A sustained recovery in US 10-year bond yields to 2.5% could drive a rotation of $250 billion from developed market bond funds into developed market equities according to proprietary analysis from Deutsche Bank. HSBC Reaches For Yield, Likes What It Sees In India, Russian Sovereign Bonds Dalio Warns That Bond Investors Could Be Wiped Out This forecast was published in the bank’s weekly fund flows research note, which is published at the beginning of every week and this week features a detailed analysis of bond-equity rotations. Rising Bond Yields Could Send $250 Billion Into Equity Funds Data compiled by the…

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk