---
title: "George Noble warns investors to avoid long-dated bonds amid inflation risks"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/287146209.md"
description: "George Noble advises investors to avoid long-dated bonds due to inflation risks, labeling them as 'a very dangerous place to be.' He recommends shifting investments towards energy, commodities, and gold miners, highlighting underinvestment in oil and strong demand for gold. Current geopolitical tensions, particularly in the Middle East, are driving oil prices above $100, exacerbating inflation concerns."
datetime: "2026-05-21T02:25:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/287146209.md)
  - [en](https://longbridge.com/en/news/287146209.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/287146209.md)
---

# George Noble warns investors to avoid long-dated bonds amid inflation risks

Bond market caution: Noble calls long-dated bonds “a very dangerous place to be” as inflation and deficits undermine their appeal. Sector rotation advice: He favors energy, commodities, and gold miners, citing underinvestment in oil and strong institutional gold demand. Geopolitical backdrop: Middle East tensions and the Strait of Hormuz closure are pushing oil prices above $100, feeding inflation concerns.

### Related Stocks

- [601899.CN](https://longbridge.com/en/quote/601899.CN.md)
- [GOLD.US](https://longbridge.com/en/quote/GOLD.US.md)
- [600489.CN](https://longbridge.com/en/quote/600489.CN.md)
- [OXY.US](https://longbridge.com/en/quote/OXY.US.md)
- [NEM.US](https://longbridge.com/en/quote/NEM.US.md)
- [KGC.US](https://longbridge.com/en/quote/KGC.US.md)
- [JNUG.US](https://longbridge.com/en/quote/JNUG.US.md)
- [03097.HK](https://longbridge.com/en/quote/03097.HK.md)
- [USO.US](https://longbridge.com/en/quote/USO.US.md)
- [561760.CN](https://longbridge.com/en/quote/561760.CN.md)
- [GDXW.US](https://longbridge.com/en/quote/GDXW.US.md)
- [159562.CN](https://longbridge.com/en/quote/159562.CN.md)
- [09824.HK](https://longbridge.com/en/quote/09824.HK.md)
- [IEO.US](https://longbridge.com/en/quote/IEO.US.md)
- [GBUG.US](https://longbridge.com/en/quote/GBUG.US.md)
- [IEZ.US](https://longbridge.com/en/quote/IEZ.US.md)
- [RING.US](https://longbridge.com/en/quote/RING.US.md)
- [DBP.US](https://longbridge.com/en/quote/DBP.US.md)
- [GLD.US](https://longbridge.com/en/quote/GLD.US.md)
- [XES.US](https://longbridge.com/en/quote/XES.US.md)
- [MLPX.US](https://longbridge.com/en/quote/MLPX.US.md)
- [SGOL.US](https://longbridge.com/en/quote/SGOL.US.md)
- [UCO.US](https://longbridge.com/en/quote/UCO.US.md)
- [159588.CN](https://longbridge.com/en/quote/159588.CN.md)
- [UGL.US](https://longbridge.com/en/quote/UGL.US.md)
- [02824.HK](https://longbridge.com/en/quote/02824.HK.md)
- [GOAU.US](https://longbridge.com/en/quote/GOAU.US.md)
- [NUGT.US](https://longbridge.com/en/quote/NUGT.US.md)
- [BNO.US](https://longbridge.com/en/quote/BNO.US.md)
- [561360.CN](https://longbridge.com/en/quote/561360.CN.md)
- [XLE.US](https://longbridge.com/en/quote/XLE.US.md)

## Related News & Research

- [UK wage growth steady as oil shocks fuel inflation risks](https://longbridge.com/en/news/286923864.md)
- [GRAPHIC-From TACO to FOMO: How retail traders turned Trump-driven volatility into a playbook](https://longbridge.com/en/news/287156428.md)
- [ANALYSIS-Bond yield spike is risk to unprepared equities market, investors warn](https://longbridge.com/en/news/286668628.md)
- [PRECIOUS-Gold drops 2% as rising yields, dollar, sap appeal; inflation woes linger](https://longbridge.com/en/news/286545868.md)
- [PRECIOUS-Treasury yields, dollar weigh on gold amid inflation concerns](https://longbridge.com/en/news/286929968.md)