Protecting Your Portfolio: A Look at Four Safe Haven Investments [View article]
Very nice article - it really questions the case why a country with a high savings rate and trade surplus and strengthening currency doesn't always net good results for it's citizens - japan. Yet we constantly hear that we need all three in the US.
But an investor needs to pick a strategy - is it deflationary or inflationary times? In deflationary times - why avoid the bonds? Look at corporate bond funds yielding 5-10% -if stocks are expected to deflate. Is the risk of default already priced in or not.
Protecting Your Portfolio: A Look at Four Safe Haven Investments [View article]
But an investor needs to pick a strategy - is it deflationary or inflationary times? In deflationary times - why avoid the bonds? Look at corporate bond funds yielding 5-10% -if stocks are expected to deflate. Is the risk of default already priced in or not.