Equities: On Hikes and Highs
It offers a concise manager view on the stock-versus-bond allocation debate at a time when rates are rising, which may help advisors frame client conversations about equity positioning and yield risk.
Summary
By the markets & outlook deskWisdomTree's Kevin Flanagan and Bradley Krom discuss equities in a period of central bank rate hikes, with stocks near record highs supported by resilient earnings. They explain why they remain overweight stocks versus bonds and consider what a faster rise in yields could mean for equity markets.
- Central banks are raising rates while stocks remain near record highs.
- The description attributes equity support to resilient earnings.
- The hosts explain why they remain overweight stocks versus bonds.
- They discuss what a faster rise in yields could mean for equity markets.
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