Topics covered in the Q2 Outlook
- Governments are spending as much as possible to ensure social stability. There will be consequences.
There is no escaping the bond marketFrom safe investment to risk-on asset. Every corner of the fixed-income market is quickly losing value.
Supply deficits to propel commodities higher stillThe commodity super cycle is only gaining speed. Will gold break $2,000/oz again?
Rising input costs to challenge equitiesGrowth stocks are set to suffer. Investors should look to the commodity sector as an inflation hedge.
Weaker USD a must for deleveraging global economyA strong USD is simply “too toxic” for the economy. Will the Fed implement yield-curve control?
In a globe drowning in capital, speculation is eating the worldIs it time to apply a ‘scarcity framework’ to your wealth allocation strategy?
From transitory crisis to lasting changeBuilding an inflation-resilient portfolio should be a priority as we shift towards fiscal primacy.
Crypto mining stealing the spotlight during chip shortageThe crypto mining industry is riding on the crypto bull run. Can it continue to unearth profits?
Previous Quarterly Outlooks
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