As volatility has engulfed equities, currencies, commodities, and bonds this year, investors have found few safe havens beyond the US dollar. Surveying a higher-for-longer inflationary environment, are there better alternatives to cash and fixed-income for portfolio protection? Real Vision’s James Helliwell explores less-common alternatives for asset allocation and diversification, including agriculture and Swiss watches. And, at a time when potential is rising for a “loss of faith” moment given prevailing debt and inflation dynamics, James discusses the fundamental drivers of government bond markets.
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