four
5,087 posts
msg #126285
- Ignore four |
11/21/2015 7:34:05 PM
The prospect of rising rates and the healthy number of blue-chip stocks that provide more fixed income than fixed income (though dividends are, of course, subject to change) sets the stage "for a major re-allocation into equities," Lee concludes, with households potentially rejoining corporates as the "natural buyers" of equities.
http://www.bloomberg.com/news/articles/2015-11-20/wal-mart-proves-that-equities-are-the-new-bonds-according-to-this-strategist
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Kevin_in_GA
4,599 posts
msg #126287
- Ignore Kevin_in_GA
modified |
11/21/2015 8:12:41 PM
I might take a different position here - dividend stocks are clearly competition for bonds, especially given the recent crappy yields seen in fixed income, but if a significant market downturn occurs like 2000-2003 or 2007-2009 bonds will be the preferred safe haven as money pours out of equities and back into US treasuries.
IMHO.
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