Last week Tim Hayes, Chief Global Investment Strategist at Ned Davis Research, joined AusBiz to discuss why a shift in bond sentiment from pessimism to optimism could stimulate a rebound in the fourth quarter.
“If in fact bond sentiment has started to turn, and investors are starting to believe that all these concerns about the supply/demand balance and bonds are overstated, then this could set the stages for yields to come back down, for stocks to have a good year-end rally, and gold to resume its long-term uptrend,” Hayes stated.
Tune in to learn more about Tim's key takeaways on global equities and the economy here: View the Full Interview with AusBiz