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BNDW ETF: Global bonds are preferable to global equities

Close-up bond market trading screen with rising yields.  Coupons, rates, yields and other information are displayed.

Torsten Asmus

Regular readers will be well aware that I believe US bonds will significantly outperform US equities over the next few years, but the recent outperformance of international equities relative to bonds also suggests that international bonds should also outperform. THE


Yield on German 10-year inflation-linked bonds, % (Bloomberg)


FTSE dividend yield vs 10-year gilt yield (Bloomberg)

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