Asset allocation at a time of zero bond yields To stick to the standard formula of conservative investing these days – 60% stocks / 40%

Stock markets ignore Corona – so far It is hard to believe that global stock markets have largely shrugged off the prospect that the world economy

Stock market correction will continue The coronavirus shock forces investors to change assumptions about market trends. It is not clear how long the epidemic will

Dividends beat bond yields – by a wide margin By now, the stock market boom is ten and a half years old and thus one

Bond markets: look like bubbles, smell like bubbles – are bubbles I am not aware of any economist who has ever predicted that whole yield