September 03, 2013

investment ideas

Marc Lichtenfeld : effect of rising interest rates in US
- bond funds lose money, short term bonds are less damaged
- individual bonds won't lose money if held until maturity (unless default)
- Dividend stocks could fall temporarily; opportunity for long term investors to buy
- short term selloffs in stocks should not worry long term investors
- stock market doesn’t have to fall after rates rise


Lars Henriksson: Asian markets current sell-off will ease off over the next two months, coinciding with the seasonally strong November to February period

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