Which Would You Rather Own?

Global sovereign bond yields have been plunging around the world. This is due in part to an extraordinarily aggressive monetary policy that has kept interest rates pinned to the floor for many years since the financial crisis. But it is also due to the lack of enthusiasm about the prospects for the global economy. In short, they are indicative of the world that is still struggling to fight off the threat of deflation after so many years of trying. But despite historically low bond yields worldwide, a particular country in sovereign debt markets continues to offer attractive and relatively high quality upside return opportunities.

Please click on the link to read more of my article on Seeking Alpha.

Leave a Reply

Please log in using one of these methods to post your comment:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: