Global Investment View - December 2019

Thursday 19 December 2019

Global Investment View

Sentiment rebound favours rotation towards value

In recent weeks equities rallied along with bond yields as investors reacted to the prospect of a US-China ‘phase one deal’ and fading global recession fears. The value of negative yielding bonds continued to fall, from US$17 trillion over the summer to the current US$12.5 trillion. 


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