Prepping portfolios for next market storm? Not just gold and govvies

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G7 government bonds? Check. Gold? Check. But that may not be enough as the coronavirus crisis accelerates a hunt for a wider pool of assets to better balance investment portfolios during stressful times.

FILE PHOTO: Traders wear masks as they work on the floor of the New York Stock Exchange as the outbreak of the coronavirus disease continues in the Manhattan borough of New York, U.S., May 28, 2020. REUTERS/Lucas Jackson

But the crisis has shown that even the safest of assets can succumb to panic — as global stocks tumbled during the volatile March 9-19 period, 10-year U.S. and German bond prices slid 9% and 7% respectively. “You can’t just rely on in this environment, you need to go through the whole risk-control bucket,” Sturkenboom added.

The reason bonds find it harder to move inversely to equities is that German and U.S. 10-year yields are 500 bps and 350 bps lower than they were on the eve of the 2008 crisis.

 

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