Treasuries Yielding Next to Nothing Aren’t Hedge They Used to Be

  • Cash may be best haven bet right now, Tallbacken says
  • Bonds’ lure seen abating unless negative rates reign: Goldman
Photographer: John Taggart/Bloomberg
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Cratering U.S. Treasury yields may be eroding the haven quality of some of the world’s safest assets, according to a growing chorus on Wall Street.

Goldman Sachs Group Inc. says the coronavirus panic-driven plunge in yields makes the sovereign debt vulnerable to a correction, while BlackRock Investment Institute said Treasuries are getting weaker as protection when stocks sell off. Cash and bills may be the better defensive bet now, according to Tallbacken Capital Advisors.