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Bear market. We dont need to worry about the 10year getting too expensive. Our work suggests the sort of positive effect on the Financial Sector of the 10year moving higher, the potential negative effect of the evaluation compression. We have been talking about this great rotation. , they are nots clearly good. Last year they were just ok. Maybe you are starting to see rates move higher. People are moving to equities in the bond market. If the yield gets up to 285, perhaps it will get up to 3 , but the equity market is going to pick up and take notice. It will be to the benefit of the bond market. We think the economy will slow. Are tight ands Corporate Bonds right now. We have been derisking. We are introducing the highyield exposure. Jonathan joining me is robert tipp, chief investment strategist at pgim. Watson have marilyn coming to us from london, the head of the fund ....
Expensive. Weve seen 3 in the past few years. Our work suggests the sort of positive effect on the Financial Sector of the 10year moving higher right now overwhelms the potential negative effect of the valuation compression as rates rise. We have been talking about this rate rotation for years. People are going to go out of bonds into equities. Bond returns, we are only three weeks into the year but they are not very good. Maybe you start to see as rates move higher and returned sir to move higher and returned to start to deepen in the bond market, people moving equities and supporting the equity market. At some point, when the bond yields get up to 285, perhaps it will get to 3 in the 10year, i dont think so but perhaps, the equity market is going to pick up and take notice. I think it will be to the benefit of the bond market. With higher rates, we think the economy will slow a bit, but ultimately the spreads her tight the spr ....
The 10years getting too expensive until 3. 5 , quite frankly. Weve seen 3 in the past few years. Our work suggests the sort of positive effect on the Financial Sector of the 10year moving higher right now overwhelms the potential negative effect of the valuation compression as rates rise. We have been talking about this rate rotation for years. People are going to go out of bonds into equities. It is pretty high right now. Bond returns, we are only three weeks into the year but they are not very good. Maybe you start to see as rates move higher and and returned to start to deepen in the bond market, people moving equities and supporting the equity market. At some point, when the bond yields get up to 2. 85 , perhaps it will get to 3 in the 10year, i dont think so but perhaps, the equity market is going to pick up and take notice. I think it will be to the benefit of the bond market. With these higher rates, we think the economy ....
Expensive until closer to 3. 5 , frankly. Weve seen 3 in the past few years. Our work suggests the sort of positive effect on the Financial Sector of the 10year moving higher right now overwhelms the potential negative effect of the valuation compression as rates rise. We have been talking about this rate rotation for years. People are going to go out of bonds into equities. Cinnamon is pretty high in the equity market right now. Bond returns, we are only three weeks into the year but they are not very good. Maybe you start to see as rates move higher and and returned to start to deepen in the bond market, people moving equities and supporting the equity market. At some point, when the bond yields get up to 2. 85 , perhaps it will get to 3 in the 10year, i dont think so but perhaps, the equity market is going to pick up and take notice. I think it will be to the benefit of the bond market. With higher rates, we think the economy ....
Gina we dont need to worry about the 10years getting too expensive until 3. 5 , quite frankly. Weve seen 3 in the past few years. Our work suggests the sort of positive effect on the Financial Sector of the 10year moving higher right now overwhelms the potential negative effect of the valuation compression as rates rise. Jonathan m we have been talking about this rate rotation for years. People are going to go out of bonds into equities. It is pretty high right now. Bond returns, we are only three weeks into the year but they are not very good. Maybe you start to see as rates move higher and and returned to start to deepen in the bond market, people moving equities and supporting the equity market. David at some point, when the bond yields get up to 2. 85 , perhaps it will get to 3 in the 10year, i dont think so but perhaps, the equity market is going to pick up and take notice. I think it will be to the benefit of the bond mark ....