As ten-year US Treasuries hit 3%, it is time to start thinking out of the box, writes Brian Heyworth, global head of client strategy at HSBC Global Asset Management.
INDUSTRY VOICE: After a number of years in which central banks were more concerned with fighting the risks of deflation, several signs point to a higher inflation environment in the US.
Support and attractive valuations could release the potential of commodity stocks
Cooling late-cycle economy could rekindle gold interest
Closed at 2.966% on Monday