Q4 was particularly volatile in fixed income markets, with U.S. government bond yields surging on worries over the rising fiscal deficit and the potential for inflation to reaccelerate.
Peter Oppenheimer, the chief of global equity strategy and the head of macro research for Goldman Sachs in Europe, opined that the rise of tech stocks due to the AI boom was not ...
"Everyone talks about how expensive things are but go to Brazil - 10% dividend yields in the index. So where can we make money where everyone is not looking?" he says. The iShares MSCI Brazil ETF EWZ ...