Ray Dalio Warns Stocks Losing Buffer Against Rising Bond Yields
Dalio said earnings still support stocks, but free cash flow may weaken as governments and companies compete for capital, keeping pressure on yields.
6 Articles
6 Articles
Ray Dalio, founder of Bridgewater Associates, warned at the Milken Institute Asia Summit in Singapore that stock markets could become increasingly vulnerable to the twin pressures of rising bond yields and deteriorating corporate free cash flow, CNBC reported. We will be covering similar topics at our Portfolio Investment Day conference on October 21. One of the biggest investment events of the year is coming up, where professional experts will …
According to Dalio, strong corporate earnings have so far "protected" markets against the global bond selloff.
Ray Dalio argues that profit growth has helped stocks to support the increase in bond yields, but warns that this margin is shrinking. He also foresees a deterioration in the free cash flow and more pressure on bonds as governments and companies seek financing.
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