HomeMarketsInternational MarketsPositioning A Portfolio For Inflation, Geopolitical Uncertainties, Covid, Supply Chain Risk
Positioning A Portfolio For Inflation, Geopolitical Uncertainties, Covid, Supply Chain Risk

Brett Gottlieb notes we're now facing the uncertainty of China and Taiwan, Covid-19, Russia and Ukraine, inflation, and supply chain headwinds. He breaks down the rally following the CPI print, and advises to stick to a plan if you have one, making minor changes and still keeping an eye out for good opportunities.

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10 Aug 2022

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