Rareview's Azous talks the dangers that rising rates pose now
The NAVigator · Active Investment Company Alliance
February 26, 202113m 46s
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Show Notes
Neil Azous, chief investment officer at Rareview Capital, says that 10-year real US interest rates -- which have been on the rise for the last few weeks -- are 'the most impending danger' to investor portfolios. He says the market is now acting as if the pandemic is nearly over and says that investors need to be thinking of the big economic themes beyond the re-opening, including the changing rate picture.