How to Make Sense of Today’s Upside-Down Markets
With strange things happening from oil to stocks to bonds, Man Group’s Peter van Dooijeweert says there are no simple answers.
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For even the most-seasoned veterans, it’s been difficult to discern a market message right now. One day, oil will be up and stocks down, only to reverse themselves the next. Or bonds and equities may rally simultaneously, then fall together a few days later. Peter van Dooijeweert, managing director of multi-asset solutions at Man Group, joined this week’s episode of What Goes Up to discuss this strange state of affairs, and what he sees as the right asset classes to be in as the Fed continues its fight against inflation.