Word: marketic
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What do you make of the fact that bonds have rallied, a bet on deflation, while commodities have also rallied, a bet on inflation? There's still a lot of risk aversion among investors, which is why the bond market is so strong. In other words, if you are fearful of stocks, you're just going to stay in the fixed-income market. But we are in a low-yield environment now, so those same investors - individuals and investment managers - are reaching out for riskier assets to get more yield. That's why you see things like junk bonds rallying...
Where do you see market vulnerabilities? Near term, I don't think you're going to see much change. I think you'll see both fixed-income and commodities markets continue to be strong...
Longer term, because of the tremendous government borrowings, we are eventually going to have an inflation problem, and that means a bond-market sell-off down the road...
...investors who are willing to venture into stocks, what parts of the market look most promising? The rally has more to go, maybe another 10%. Within that, what's interesting from my perspective is this: Across our organization we have a much larger weighting in technology. Probably 8 out of 10 top holdings are technology stocks, while a few years ago it was financial stocks. Overall, our managers see value generally in growth stocks, and specifically in technology...
...gender inequality affects treatment: "Because they are less likely to be part of the formal labor market, women lack access to job security and the benefits of social protection, including access to health care. Within the formal workforce, women often face challenges related to their lower status, suffer discrimination and sexual harassment, and have to balance the demands of paid work and work at home, giving rise to work-related fatigue, infections, mental ill-health and other problems...