Key narratives: Yields will most likely go a bit higher from here assisted by a bounce in USD High beta will outperform low beta (doesn’t need to be just equities) If you want exposure to rocks, it’s Silver>Rare Earth Metals>Gold in that order.
Return always wants its risk payment.
Return always wants its risk payment.
Return always wants its risk payment.
Key narratives: Yields will most likely go a bit higher from here assisted by a bounce in USD High beta will outperform low beta (doesn’t need to be just equities) If you want exposure to rocks, it’s Silver>Rare Earth Metals>Gold in that order.