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Stephanie Guild, CIO at Robinhood Markets, said rising bond yields have not yet diminished equities’ appeal. She attributed the increase in yields largely to strong capital spending demand and growth, rather than inflation alone, noting that some areas—particularly consumers—have not seen…
Temasek International’s investment chief highlighted the potential for the artificial intelligence trade to reverse and inflation pushing up bond rates to a point that may end the runup for equities as top risks facing global markets heading into next year.
David Steinbach, Global CIO at Hines, discusses investment opportunities across the global real estate market and the impact of rising interest rates. He speaks with Avril Hong on the sidelines of the Milken Institute Asia Summit in Singapore. (Source: Bloomberg)
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