The Business Times

Alexandre Tavazzi

Dollar debasement is negative for holders of US cash and fixed-income assets, as the market has little control over the policies that underpin or undermine trust in the US dollar.
CIO CORNER

Real assets get their day in the sun

Their attractiveness is being boosted by the confluence of policy and macroeconomic forces in today’s global markets

2022 was the only time bonds did not provide protection against an equity market sell-off of greater than 20 per cent.

Balanced 60/40 portfolio is poised for a comeback

Annual return projections for a 60/40 portfolio are the highest since 2015

The Great Resignation remains a valid theme, with labour market tensions putting pressure on companies.
CIO CORNER

Manning the defences: Investment themes for the rest of 2022

WITH rates rising in most places amid fears of persistent inflation, and with a dangerous geopolitical situation feeding into an energy shock,...

A mall in Beijing. Fiscal stimulus in China is set to rekindle its recovery
CIO CORNER

From inflation to growth concerns: A view of Asian markets

GLOBAL supply-chain bottlenecks, energy shocks, squeezed real incomes, tighter financial conditions, a fresh Covid wave – the ship that is the global...

Japanese equities are relatively cheap, says the author. He also favours the Canadian dollar and Norwegian krone.
CIO CORNER

Manning the defences: the case for active management and diversification

THE global economic cycle is currently being impacted by 3 separate shocks: tighter monetary policy, an energy crisis and a Chinese economy...

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