investment strategy from bt

  1. 1,629 Posts.
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    To quote Tracey McNaughton from those terrible BT ads:
    "When Dickens wrote “It was the best of times, it was the worst of times” he wasn’t referring to financial markets in 2004, though it could just as equally apply today as it did at the time of the French revolution. For equity investors, 2004 is likely to be the best of times; for bond investors, however, 2004 may seem more like the worst of times."

    The rest of the report speculates that the $US will continue to strengthen on Fed retoric, relieving the pressure on China and Japan to support the bond market and keep yields low... yada yada .. good year for world growth and equities.

    Cheers
 
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