4 months ago • 5:42 mins
If there’s one thing that will have the single biggest impact on your performance in the next few years, it’s asset allocation. Because with so many of the trends that have favored stocks – stable growth, steady inflation, falling interest rates – at risk of reversal, only a truly balanced portfolio will help you deal with whatever the next few years might throw at you. Here’s how to build your own.
A truly balanced portfolio doesn’t care whether economic growth and inflation are rising or falling: it should be able to perform in every environment.
That means finding investments that stand to generate returns over the long term, but that are exposed to the economy in different ways. This way, you’ll always have an asset in hand that holds up
But there’s a risk of a rude awakening. So Stéphane says you might want to approach the latest stock rally with caution.
The global investment firm has updated its outlook for 2023. So Stéphane’s taken a look at how it sees things going and what you can do to prepare for it.
Big fund managers and retail investors alike are starting to see its beauty, but as Russell notes, you can still buy this long-shunned asset at good prices.