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Low sovereign bond yields, at this stage in the economic cycle, are bad. If they continue to fall, it will represent a negative outcome for the economy. Importantly, lower rates in the near-term could constrain the equity bull market. We expect yields will begin to move higher. That will support strong equity market returns. But investors should be aware of the risks to that view.

Here is a bitesize version which gives a brief overview of the key points of this month’s insights:

Bitesize Portfolio Advisory Insights - July 2021

 

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