In just 2 weeks, the strong rebound in the US stock market has offset the sharp drop at the beginning of August, and the market has begun to become 'extremely optimistic' about the future of US stocks. However, despite the subsiding confusion, many selling factors such as the US presidential election, economic data deterioration, substantial financial tightening, overvaluation of the stock market, and geopolitical risks have not disappeared. The market should still be wary of potential volatility in the future.
In this situation,Stocks that combine the benefit of a US interest rate cut with defensive characteristicsOf the stocks that have been showing a solid performance, one hit a temporary high during the market crash on August 5th and has also seen good yields since JulyIt is a bond ETF of the US stock market. Compared to bonds, bond-linked ETFs are not affected by maturity, have high flexibility, and have the advantage of diversified investment. It is supported by strong demand,Further growth is expected..
According to Matt Montemuro of BMO Global Asset Management (GAM), many investors who had previously moved away from fixed income securities are expected to come back due to the combination of easing cycles and uncertain market volatility.
On the other hand, according to BlackRock, global bond...