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Jakobsen: Why I wouldn’t put ALL my money in stocks

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April 08, 2015 cash, chief, chief economist, commodities, commodity strategy, commodity trading, ecb, ecb policy, ecb qe, ecb quantiative easing, ecb quantitative easing, economics, economist, economy, equities, equities saxo, equities trading, equities v bonds, equity, equity index, equity market, equity markets, equity portfolio, equity portfolios, equity strategy, equity trading, europe, european central bank, european economy, eurozone, fixed, fixed income, fixed income bonds, fixed income portfolio, fixed income v equities, forex, forex trading, fx, fx strategy, fx trading, interest rates, interest rates fed, macro, macro economics, macro economy, macro economy us, macro econonomics, macro eurozone, macro event, macro events, macro policy, macro strategy, macro us, macro-economics, macroeconomic, macroeconomics, saxo, saxo bank, saxo bank equities, saxo bank group, saxo bank saxo tv, saxo bank trading, saxo bank trading floor, saxo bank tradingfloor.com, saxo bank tv, saxo capital markets, saxo traders, saxo trading, saxo tv, saxo tv saxo bank, saxo tv trades, saxo tv trading, saxo tv trading floor, saxo tv tradingfloor, saxo tv tradingfloor.com, saxobank, saxobank.com, saxotrader, saxotv, steen, steen jacobsen, steen jakbosen, steen jakobsen, steen jakobsen saxo, steen jakobsen saxo bank, steenjakobsen, trade, trade view, trader, traders, trading, trading floor, trading strategy, tradingfloor, tradingfloor saxo bank, tradingfloor saxo tv, tradingfloor.com, tradingfloor.com insights, tradingfloor.com saxo tv, tradingfloorcom, united states, us economy, us fed, us fed rates, us federal reserve, us federal reserve monetary policy, us federeal reserve
Stock markets around the world have soared in the past year with the German Dax for example gaining more than 25%. But Saxo Chief Economist Steen Jakobsen expects the days of high returns will come to an end once the US Fed starts to hike rates to curb asset inflation and markets realise they have overestimated the impact of the ECB’s QE programme.

Steen Jakobsen says that is why he wouldn’t put all his money in stocks, but prefers a trading strategy based on parity risk, where he has 25% of his investment in stocks, 25% in cash, 25% in fixed income and the rest in commodities.