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.
Real Vision experts answer the questions you ve posed to us in our comments sections and on social media.