'Bull everything' rally leaves investors wondering what to own

With assets of all stripes rallying and the S&P 500 Index approaching fresh records, investors are facing a dilemma: stay in or get out. Surging U.S. stocks, Treasuries and gold prices have come to the brink of simultaneously notching record highs for the first time in history, while rallies in once beaten-down assets like oil, financial stocks and the euro have accelerated. "We are in the 'bull everything' trade," said Christopher Stanton, chief investment officer at Sunrise Capital Partners.

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