Move Over ‘TINA’…Here Comes ‘PATTY’
May 18, 2022 at 14:21 PM EDT
SUMMARY The era of broad growth stock outperformance is likely over, in our view. Our balanced portfolios are paying more attention to yield. We like ‘stocks that look like bonds’, and ‘bonds that look like stocks’. In A High-Inflation World, It Pays To ‘Pay Attention To The Yield’ T.I.N.A.’ –...
