76: Goldman Sachs’s Chief Global Equity Strategist, Peter Oppenheimer, Discusses Macro and Markets
Money Maze Podcast
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The Rise of Interest Rates and Bond Yields in Fixed Income
We've got yields for the first time in a while. What do you want to do as an allocator of capital right now? We feel that greater diversification does make a lot of sense for investors because there's a range of different types of asset classes which, all together, are likely to help moderate volatility and generate reasonable returns. I would say thirdly, usually when interest rates peak and inflation peaks that equities start to recover. When we take those conditions together, I think it's still early.
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