Now that we have established an ideal investment arena and the benefits of maximizing portfolio diversity, we can use these building blocks to dig a little deeper into the fundamental reasons why global asset classes are able to provide significant diversification opportunities for investors in the coming years. We all know that economies and markets across the world exist as a function of the fundamental drivers of inflation and growth, and the interactions of governments, companies and individuals throughout their cycles.
By understanding how each asset-class behaves throughout the four economic regimes, investors will not need to rely on predictions to thrive in most market environment. Welcome to Day 3.
Podcast series re-posted with permission from Resolve Asset Management. Click here to see the original post.