
Is It Time To Buy Bonds?
Street Signals
European Research Conference and Discussion on Stock-Bond Correlations and Diversification
This chapter discusses the history of stock-bond correlations, including the positive correlation before the 1990s, the negative correlation that allowed for diversification strategies, and the return of a positive correlation with inflation. They also explore the link between inflation and stock valuations and share their opinion on whether this inflationary period is a new era or just a temporary anomaly.
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