If bond yields and oil prices keep rising, the market rally could be derailed: analyst – Video

I believe the critical point will be around 4.5 per cent on the 10 year bond and 100 for oil prices, says Lukasz Tomicki, founder and managing partner of LRT Capital Management. Our investment strategy remains the same: maintain very low exposure to overall stock markets by being long selected high quality companies and short market indexes, says Tomicki.