Stocks Neat
Stocks Neat
Forager Funds
Why higher rates are good for the world (and which stocks can do well)
33 minutes Posted Nov 1, 2023 at 12:00 am.
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Show notes
In episode 23 of Stocks Neat, Co-Portfolio Manager Gareth Brown and CIO Steve Johnson sit down to discuss the opportunities available for investors in the current interest rate environment, following our CIO Letter, "Reasons to welcome the death of TINA”. In October, yields on US Government 10-year bonds hit 4.98%, a level not seen since the mid-2000s. With rising yields has come weakness in equity markets as investors take advantage of risk-free returns. So does the death of TINA mean disas...