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Michael Green, chief strategist and portfolio manager at Simplify Asset Management, remarks on the notably strong aversion to U.S. government bonds in current market sentiment.
Green references the ongoing negative perception, highlighting how exceptional the dislike for this asset class has become.
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Green previously commented that the long-term Sharpe ratio for broad stock markets remains near 0.2, according to a recent assessment. He has also questioned whether 25bps rate hikes are effective in reducing inflation, highlighting concerns with official measurement accuracy in a separate statement. These views provide further context to his outlook on current market sentiment.