Are Higher Interest Rates Bearish for Risk Assets?
July 27, 2023 at 15:36 PM EDT
Confluence Investment Management offers various asset allocation products which are managed using “top down,” or macro, analysis. We publish asset allocation thoughts on a bi-weekly basis, updating the report every other Monday, along with an accompanying podcast. Orthodox finance and economics rests on the idea that higher interest rates reduce economic activity and lower the [...] The post Are Higher Interest Rates Bearish for Risk Assets? appeared first on ETF Trends .