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The greatest market risk of all…

by Dylan Lobo on Jun 17, 2014 at 10:44

‘Until then be long but watch credit, the epicentre of the speculative fervour.’

Hobbs adds: 'We don’t doubt that volatility will rise from here and investors won’t need long memories to remember how uncomfortable this can feel, or how rapidly carefully laid investment plans can go out the window.'

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1 comment so far. Why not have your say?

Keith Cobby

Jun 17, 2014 at 16:45

Surely Government bond yields are falling because central banks are buying vast quantities of them.

The main reason why the recovery is 'lukewarm' is because of the vast amounts of private and Government debt. Consumers cannot borrow any more and are very cautious.

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