A ‘new’ world order that looks a lot like the old one
For investors, geopolitics is no longer background noise. It is a core driver of supply chains, inflation, and sovereign risk premia, says Momentum’s Sanisha Packirisamy.
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Beware the payback trap of the 60/40 portfolio
In investing, one key factor is often overlooked: the payback period. Understanding duration can reshape your portfolio strategy and help you manage risk more effectively.
