, is forcing investors to tear up the rule book. Since the financial crisis, bonds have been seen as a safe bet—even if they did not promise much of a return. Equity markets, led by soaring tech stocks, were where fortunes were made. Both have plunged this year.have left governments worrying about how to afford their debts, and companies will struggle to raise cash, investors need new strategies.
On this week’s podcast, hosts Alice Fulwood, Soumaya Keynes and Mike Bird ask what those new rules of investing look like. Wei Li, global chief investment strategist for the world’s biggest investor, BlackRock, argues this new macroeconomic era is here to stay. And Mohamed El-Erian, chief economic adviser to Allianz, says investors need to focus on picking winners within stocks and bonds.
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elerianm nothing is worth it
elerianm The era we're heading into is one of technology breakthroughs, abundant energy, abundant foodstuffs, new materials, and abundant automation, even as we reshore manufacturing.
elerianm Very insightful. It is a paradigm shift and people just don't see it coming.
elerianm FTX - buy the dip on FTT?
elerianm So you’re saying I shouldn’t put all my eggs in one basket?
Unusually thought-provoking even by the high standards of Money Talks -- which The Economist, incidentally, could do more to promote.
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