My latest at AlphaBaskets considers the possibility of bond market upheaval with some ideas about how to manage around taking the full brunt should such upheaval occur.
From the post;
This brings us to a post from USA Today that asks Time For A No Bond Portfolio? The article itself is not so hot but I believe the title asks a pretty good question. A better way to frame it might be is it time to rethink bond exposure not in terms of owning more equities but in terms of finding legitimate substitutes that offer closer to normal bond market returns, with similar volatility profiles but without taking interest rate risk.
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