Investment Week (July 14)
“For the first time in over a decade, listed stocks and bonds are positively correlated. Combined with geopolitical tensions, record inflation and monetary policy shifts, investors are having to look further afield to achieve returns.” That has some investors looking at alternatives as “an effective diversifier that can be worked into a full portfolio.”
Tags: Alternatives, Bonds, Decade, Diversifier, Geopolitical tensions, Inflation, Investors, Monetary policy, Positively correlated, Returns, Stocks
The Economist (April 3)
There are now “growing worries that, like a ship which is too big to steer, supply chains have become a source of vulnerability…. As they battle the pandemic and face up to rising geopolitical tensions, governments everywhere are switching from the pursuit of efficiency to a new mantra of resilience and self-reliance.”
Tags: Efficiency, Geopolitical tensions, Governments, Pandemic, Resilience, Self-reliance, Supply chains, Vulnerability, Worries
