John Abenathy from Clime: There's some sort of recovery underway, but this could be at risk if we see bond yields rise rapidly from here

Tom McKay

John Abenathy from Clime: There's some sort of recovery underway, but this could be at risk if we see bond yields rise rapidly from here. Abenathy is particularly focussed on the US 10 year (currently at 3%) I get worried when that gets to 4% and also Spain and Italy. If the risk free rate of return goes up then PE's will come dow. Watch the whole interview with Andrew Main here: (VIEW LINK)


Tom McKay

I'm the Managing Director and Co-Founder of Livewire. I'm passionate about collecting and curating the markets most informed insights every day so that our members can discover new investment ideas. If you would like to get in touch - please use...

Expertise

economy fixed income

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