Rising Stagflation Risks Are Changing the Investment Playbook
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Diversification in Fixed Income and Equity Markets
In the last cycle, the best thing you could have done is not to diversify and sho stick with the us. I think a good multi acid portfolio has stocks with growth that are cheap and bonds with yield after inflation. So for example, in china, the chinese government bonds, they offer you a positive real yield right now. And take can diversify certain risks you might be facing in a portfolio relatedg to the chinese economy and possibly global growth. But i mit this is potentially a multi process where some of those opportunities emerge, and it's a slow process,.
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