Your Editor On Switzer: Resources Versus Bond Proxies

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Resources stocks are back in favour and one reason is global investors repositioning their portfolios, explained FNArena Editor Rudi Filapek-Vandyck to Peter Switzer last Thursday. It doesn't mean the yield trade is now dead and buried, he adds, but it does imply yield investors, if holding the wrong stocks, risk being caught out by capital losses on their investments in the share market. Time to rethink strategies and holdings.

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