BVTV: Have bonds and equities decoupled, and can both be right?
This week, Ritu Vohora, investment director in M&G’s equities team, joined me on the BVTV sofa to discuss the curious case of the de-correlation between equities and bond yields. Why are stocks and bonds both rising at the same time, and which market is giving the true outlook for the global economy?
Also this week: is Venezuelan debt in a death spiral? And what to watch out for in the markets.