(Money Metals News Service) For decades, investors largely viewed central banks as the primary force determining interest rates. According to Massif Capital founder and managing director Will Thomson, that era is beginning to end.
Joining Mike Maharrey on the Money Metals podcast, Thomson argued that investors are once again pricing bonds based on traditional fundamentals such as government debt, geopolitical conflict, political stability, inflation, and fiscal discipline. He believes these forces are fundamentally changing the global investment landscape, with important implications for bonds, stocks, gold, and portfolio construction.
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