Re: Una bomba va a explotar en la renta fija. ¿Dónde nos refugiamos?
Acabo de finalizar una de mis lecturas semanales. Sin ánimo de interferir con lo que se está diciendo, os cuelgo un trocito por aquí ya que creo que de una forma u otra tiene relación con el tema. Lo siguiente esta extraído de una entrada reciente del blog de Ben Carlson:
Something’s gotta give between stocks and bonds. Investors often assume stocks or bonds are telling them something. So when both rise at the same time, the assumption is that either the equity or fixed-income market must be wrong. The problem with this line of thinking is that stocks and bonds both go up over time, and most of the time they go up at the same time. The following table shows how often stocks and bonds both shown gains in the same calendar year by decade going back to the late 1920s:
Most of the time, stock and bond markets are rising and doing so in concert.
Aquí la fuente:
http://awealthofcommonsense.com/2017/11/some-market-myths-that-hurt-investors/