There is no doubt that markets have remained remarkably resilient in the face of uncertainty in large part because of the massive policy support for both the real economy and for financial markets themselves. Yet, it is important for investors to nonetheless ensure investment portfolios are prepared for a range of possible outcomes.
Markets are currently focused on the US election, however our focus is beyond the election itself. While the election outcome will be important for several years as a macro driver across a range of issues fiscal policy and geopolitics for starters the scenario that most concerns us over the next year is a more meaningful period of corporate insolvency, which would cascade through both the real economy and…
Read the full article at: https://www.investordaily.com.au/analysis/48066-digging-deep-for-income