76: Goldman Sachs’s Chief Global Equity Strategist, Peter Oppenheimer, Discusses Macro and Markets
Money Maze Podcast
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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