Surveillance: Yen Drop Shakes Up Currencies (Podcast)
Bloomberg Surveillance
00:00
The Benefit of Government Bonds as a Diversifier in Portfolios
So far, if you look at e whizzing currencis, the dollar has been the key. But there is a level at which point henso fonds are going to find government bonds attractive. We turned positive on japanese aquitis earlier in the year, and we wanted to kind of hedge out the currency side of things becauset the negative correlation between aquitisand currency. The expectation for currency to weaken given policy divergenc sat is talked of a a hundred and 30.
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