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Opinion

Why It’s Time to Rethink Bonds as Markets Near New Highs

Why It’s Time to Rethink Bonds as Markets Near New Highs
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Commentary

Bonds are often taken for granted by investors. In fairness, bonds tend to underperform stocks over the long term. Currently, stock markets are near all-time highs and returns have been strong in recent years, so this perspective is understandable. However, given today’s high valuations and growing global uncertainty, now is a good time to reassess fixed income, especially bonds.

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Tom Czitron
Tom Czitron
Author
Tom Czitron is an investment strategist and global macro analyst with more than four decades of institutional experience managing large mutual funds and pension fund assets. He has held senior portfolio management and CIO roles at major Canadian investment firms and now works with family offices and high-net-worth investors seeking independent, institutional-quality investment oversight.