Chanticleer
Three ways to reposition your portfolio for shifting markets
Beneath the drama of Donald Trump’s second coming, the most dearly held beliefs that have delivered huge returns to investors are suddenly being challenged.
For the past two years, making money in equity markets has seemed pretty easy: buy an ETF that tracks the S&P 500 index, then sit back and put your faith in the market’s consensus narratives.
The first central belief was in the perfect soft landing, with the Goldilocks mix of consistent interest rate cuts and steady economic growth, underpinned by seemingly endless government spending.
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