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  • Writer's pictureCOMPASS

1987 vs now - rising bond yields (& war in Israel) and the risks for shares

Dr Shane Oliver, Head of Investment Strategy & Chief Economist insights

The rise in bond yields has left shares offering a low risk premium over bonds leaving them at risk of more softness.

The conflict in Israel has added to the risk, although the threat should be minimal if Iran is not drawn in avoiding a severe impact on oil supplies.

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