As bond yields recently begun climbing higher as the market priced in higher inflation expectations, the outlook for equities has come under the microscope. However, in an interview with Auzbiz TV, our CIO Alex Pikoulas highlights that the prospect of higher inflation and central banks remaining accommodative may be in fact positive for equities markets, particularly value and cyclical stocks.
Click on the image below to watch the Ausbiz Interview (4mins 52secs)
