Five ways to turn down the noise, stay focussed (and survive Trump)
One could be forgiven for thinking that the list of things for investors to worry about is more threatening than ever, and that it’s getting harder to make sense off. This was an issue prior to coronavirus – with trade wars, President Trump’s erratic leadership style and announcements, social polarisation, tensions with China, concerns the Eurozone would break apart, slow growth in Australia, and ever-present predictions of a new global financial collapse. Since the pandemic the worry list has arguably expanded with more macroeconomic and interest rate uncertainty with the surge in inflation and worries about recession, social polarisation giving rise to more populist and right-wing political leaders, geopolitical tensions morphing into serious wars (in Ukraine and Israel), threats to energy supplies, an intensification of tensions with China and ongoing predictions of another financial collapse. And now following the US election we are going to see the return of Donald Trump to the US Presidency, which arguably foreshadows a new list of “worries”. Read the complete update below.
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