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.

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