Surveillance: Earnings Bar with Bitterly
Bloomberg Surveillance
00:00
How Do You Judge Between Bonds and Equities?
In a balanced portfolio right now, I think of the great Margie Patel on this. How do you judge between, forget about 60, 40 theory, it's all gone down in flames? Are equities given your enthusiasm, the new bond? Yeah, so I think this is why we're actually pretty balanced here and pretty defensive. But what you're going to see dominate over the next couple of months is volatility. And so you will see at these type of counter trend rallies, like we mentioned, if you are playing that long game, there are certainly opportunities.
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