I remain of the view that it is inadvisable to make large portfolio changes during Geopolitical turbulence. Markets remain lukewarm despite the Russian aggression, so let’s look at the medium-term. To read the full article, sign up for a 14-day FREE trial of the...
A lot of investors are rightfully scared that Russia is about to invade Ukraine. It almost never pays to bet on geopolitical turbulence and the current situation may prove to be a decent opportunity. To read the full article, sign up for a 14-day FREE trial of the...
The current inflation is mainly a result of lagged consequences of the pandemic trends, but as these trends are about to reverse, we may experience the disinflationary part of the pandemic soon. To read the full article, sign up for a 14-day FREE trial of the Basic,...
Everyone currently panic about high inflation and a weak labour supply, which has catapulted front-end pricing central banks higher. I would prefer to not take a bet against gravity! To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or...
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