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Giselle Roux

The ‘flexible’ investing approach that will keep your portfolio afloat

In the ideal world one gets in ahead of the curve, but this time the “natural order” may have to be re-established before a call can be made.

Giselle RouxContributor

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This year is showing all the characteristics likely to befuddle investors. Stocks ran out of the blocks in January as bond yields fell, only to see much of that reversed in February. The stand-off continues.

Will inflation be sticky enough to keep interest rates high and critically, can companies price product to recover costs without losing customers, or can they cut cost enough to prevent margins from eroding?

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    Original URL: https://www.afr.com/wealth/personal-finance/the-flexible-investing-approach-that-will-keep-your-portfolio-afloat-20230303-p5cpav