The UK saw high turnover of prime ministers in 2022. (PA Wire/PA Images via Fotoware) A new regime requires a new playbook. Last year ushered in higher levels of inflation, an end to ‘easy money’ policies and a flat-to-negative growth environment, marking a total break from what investors have experienced since the financial crisis. Meanwhile, markets were buffeted by a series of unforeseen events, including the Russian invasion of Ukraine and the rapid succession of British prime ministers. Rather than patiently waiting for the macroeconomic headwinds to pass, investors need to adapt. Investors will have to zero in on specific countries, themes and asset classes that exhibit resilient characteristics. The answer to this lies in sourcing returns at a more granular level. Gains will still be possible, but not across the board. Instead, investors will have to zero in on specific countries, sectors, themes and asset classes that exhibit resilient characteristics and benefit from tailwinds in the current environment. Below, we outline three areas we have identified as promising. High-quality heroes One of the areas for 2023 we are interested in as a result of events in 2022 is the bond market – especially the high-quality corporate bond market. […]
K&X Design and Investment Technology, LLC
Invest The Invisible Impact
K&X Design and Investment Technology, LLC
Invest The Invisible Impact
