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Jakobsen: First major trading strategy change since 2013 & here's why

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May 22, 2015 asset purchases, assets, bond, bond buying, bond investing, bond investment, bond investor, bond investors, bond market, bond markets, bond portfolio, bond purchase, bond strategy, bond yield, bond yields, bonds, bonds and equties, bonds market, bonds to equities, bonds update, bonds v equities, captial preservation, commodities, commodities markets, commodities supply, commodity, commodity index, commodity investing, commodity market, commodity markets, commodity outlook, commodity prices, commodity strategy, commodity trade, commodity trading, equities, equities saxo, equities trading, equity, equity index, equity market, equity markets, equity portfolio, equity research, equity strategy, equity trading, europe, european central bank, european economy, eurozone, eurozone economy, fed interest rate, fixed, fixed income, fixed income bonds, fixed income portfolio, fixed income trading, fixed income v equities, foreign exchange, forex, forex buying, forex idea, forex market, forex market overview, forex markets, forex saxo bank, forex trade idea, forex trading, forextrading, fx, fx crosses, fx forex, fx investing, fx market, fx markets, fx options, fx saxo bank, fx spot, fx strategy, fx trade, fx trade idea, fx traders, fx trading, fx volatility, german economy, german gdp, germany, germany economy, germany gdp, gold, gold buy, gold buying, gold commodity, gold demand, gold dollar, gold exchange, gold future, gold investing, gold investment, gold levels, gold predictions, gold price, gold prices, gold spot, gold support, gold trade, gold trading, goldprice, interest, interest rate, interest rates, invest in mines, low interest rates, mac, macro, macro economics, miners, mines, mining, mining boom, mining companies, mining industry, mining sector, mining shares, mining stocks, rate hikes, recession, saxo tv, steen jacobsen, steen jakobsen, steen jakobsen saxo, strategies, strategy, strategy banking, trading, tradingfloor.com, united states, us data, us dollar, us economic data, us economy, us economy improving, us equities, us federal reserve, us government, us growth, us jobs data, us non-farm payrolls, us rates, us recession, us recovery, us stocks, usd, usd dollar index, usd index, usd index bear, usd index bull, usd strength, usd weakness, world bank, world economy, world growth, zero bound, zero growth, zero inflation
Saxo's Steen Jakobsen has sold all his fixed income, increased his gold exposure and is looking to buy mining shares. This is a major change in his investment strategy and here he tells us the reasons for such a significant move. 
Steen says his long-term outlook model has changed. He's expecting a steep increase in yield but higher commodity and energy prices too. Here he tells us why any interest rate rises in the States and Europe will have a particularly negative impact over the coming months.