Inflation, interest rates & the Equity risk premium: A critical evaluation of the consesus views.
The first quarter of 2022 reinforced the view that a diversified portfolio should strategically include most asset classes and can prove beneficial during hard times. Cash and gold justified during this period their presence in portfolios despite not providing any yields ! Evidently, as always the portfolio asset allocation is instrumental.
Inflation, interest rates and the Equity risk premium : A critical evaluation of the consensus views.
A critical evaluation of the consensus views. The first quarter of 2022 reinforced the view that a diversified portfolio should strategically include most asset classes and can prove beneficial during hard times. Cash and gold justified during this period their presence in portfolios despite not providing any yields ! Evidently, as always the portfolio asset […]