6 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
Morgan Stanley’s prestigious wealth management unit has been selling off some US stocks to boost its exposure to developing economies. Russell explains why it’s betting so big
There aren’t a lot of pure AI stocks out there, but there is Nvidia. Paul breaks down everything you need to know about the chip giant and its AI future.
You can still expect a lot of whipsaw price action, but Jon’s got three reasons to believe the worst may be over.