CONSTANTINOS CHRISTOFI
⭐⭐What Experts See for the Future of Markets? ⭐⭐ I was lucky enough to recently attend an event where top professionals and economists presented their views on capital market expectations. Despite the short presentations I was intrigued by some of their views which I will briefly list below so as to serve food for thought for your own investments: **Bye-Bye, Low Rates** 🟢The period of zero or negative rates is long gone. For example, the expected policy rate for US in 3 years time is at 4%, whilst for Eurozone is around 2.5%. **US Deficit keeps yields high** 💵 With the absence of foreign buyers as a result of Geopolitical shake up among other factors, the US must fund itself from within (i.e. the private sector) hence sovereign bond yields remain sticky upwards as the bond market now competes with US equites and other asset classes. **Elections? Who cares!** ✋🗳️Historically the market doesn’t care who wins the US elections. This was demonstatrated through Real GDP growth and S&P 500 returns. **Asia the rising market** 📈Asia is a rising market. In 10-15 years time they expect Asians to be the major consumer which will affect (it already does if you think about it) the products develop. It already does if you think about it (Netflix shows, music bands etc) ➡️This is why despite the recent difficulties of the Chinese market they still expect China, Japan, Asia and other developing countries to overperform in the next 10-15 years. 👉Remember the above are merely opinions of the professionals, not crystal balls. Always do your own research and consider your unique financial situation before making any investment decisions. I would love to hear your own views on the below so please drop a comment to discuss further. 🗣️💬 $SPX500 $OIL $GOLD $NSDQ100 $TLT (iShares 20+ Year Treasury Bond ETF ) $VOO (Vanguard S&P 500 ETF) $BND (Vanguard Total Bond Market ETF)
No view discussed is correct.
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High yields are here to stay.
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Elections are irrelevant!
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Asia an open and coming market
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