Gibson Smith, Founder of Smith Capital Investors, says we are in a market where valuations require us to step back and think away from the index. He adds that long duration assets offer little carry protection against price volatility. He says spreads have compressed as the U.S. Treasury curve has steepened.
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19 Feb 2021
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Gibson Smith, Founder of Smith Capital Investors, says we are in a market where valuations require us to step back and think away from the index. He adds that long duration assets offer little carry protection against price volatility. He says spreads have compressed as the U.S. Treasury curve has steepened.
Morning Trade Live
19 Feb 2021