From Weizhen Tan at CNBC:
The world is at an “inflection level” — and which means there shall be “profound modifications” to the way in which we make investments, Goldman Sachs Asset Administration mentioned in a latest report.
The agency pointed to rising rates of interest on account of persistent inflation, disrupted provide chains, “elevated sensitivity” to local weather points, geopolitical instability and deglobalization.
“On this new setting, the portfolio building playbook that labored so nicely in latest a long time could also be much less efficient going ahead, forcing a rethink in method,” they added.
Right here’s how buyers can reply, in accordance with Goldman.
Folks like Ray Dalio at Bridgewater, and different hedge fund managers and analysts, have additionally been saying that we’re getting into a brand new period the place conventional (or latest) concepts about investing will not apply any extra. (hyperlink to the Goldman report)
Will you be altering the way you method the markets?
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