If you do anything, embrace regime change in portfolios
Steve Hanke | Johns Hopkins University | 24 August 2023 | 0.50 CE
Markets have undergone a regime shift - and practitioners and investors must change the way they think. To prosper in this regime, we need to embrace the Quantity Theory of Money, appreciate that the US and China are engaged in an economic war, and recognise changes that are occurring in national economies – all of which affect global currencies. Understanding these factors will be crucial to building multi-asset portfolios capable of delivering financial wellbeing in the years ahead.
Presentation (27 mins) | Filmed 24 August 2023