1.Global Equities: best place to be in the coming years?
= Literally Anywhere other than the USA.
Developed Markets ex-US
Emerging Markets
Frontier Markets
All boast higher expected returns...
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2.Reminder: there will always be a better investment...
(and p.s. it works on the way down too)
So what?
1. Have a process to try find these
2. Don't get too caught up in FOMO
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3.Aussie Stock/Bond Ratio
-turning down
-follows steep run-up
So where do you go? Stocks or bonds (and which stocks, which bonds)?
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