While the stock market ran hot for much of the second half of 2020 to date, the bond market has been mostly on ice. In fact, last summer we saw the 10-year Treasury yield plunge to levels not seen since 1786. Yet, yields have recently begun to surge. Will inflation follow suit? What will we see as far as interest rates, the dollar, gold, and uncertainty-averse equities? Watch Chief Investment Officer Tony Roth lead this important discussion on what we expect and how we are positioning our portfolios in light of those expectations.
Please see important disclosures at the end of the video.