Income arrives in many shapes and sizes The first half of 2022 has been challenging for investors across all asset classes, and the uncertainties plaguing markets remain—particularly with regard to inflation, interest rates and the possibility of recession. Stephen Dover, Chief Market Strategist, Franklin Templeton Investment Institute says: “As we look toward the…
The combination of rising global interest rates and increasing recession fears has complicated the current investing environment. The traditional “safe haven” of fixed-income has seen volatility spike at a faster rate than equities. For those who require consistent cash flow, this creates a new level of uncertainty. To produce enough income to offset persistently higher levels…
After months of fretting about soaring inflation, markets are now fully in recession-fear mode. Yield curves are flattening, credit spreads are widening, and equities are slumping—traditional recession alerts. Meanwhile, captains of industry and finance are warning of impending “hurricanes,” “super bad feelings”—and possibly even worse. The proximate cause of the latest market selloffs was the…
For many Westerners, China is an enigma. Its language, culture and history remain mysterious for many outside its borders. I was fortunate to be one of the first Americans to live and study in China in 1982 and to travel, work and invest in China over the past 40 years. Here, I focus on five…
Devastating floods, unseasonal hurricanes, excessive droughts, megafires, and more demonstrate how extreme water risk is global now. From an investor’s perspective, the economic implications of risks related to water are significant and should be a consideration when investing. By 2030, the global population will likely exceed nine billion and the world will require 40% more…
