Government bonds recently again with better diversification effect
Equity markets likely to remain erratic for the time being
Bonds not yet significantly more attractive despite higher real yields
April historically tends to be the best month for global equities
Safe government bonds with strongest drawdown in 50 years
Stock markets usually fall before war breaks out, not afterwards
Interest rate hiking cycles put the brakes on equity returns
The worse the sentiment, the better the subsequent performance
The back and forth of styles continues