Sébastien Page
speaker
82 appearances
1 recordings
1 series
first heard Jan 2023
last heard Jan 2023
Sébastien Page’s voice in public audio — every appearance, attributed to the second.
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are really pricing in a really deep recession if you look at their valuation relative to large caps.
So I think that's another opportunity for those willing to add a little bit of octane in the portfolio.
Yeah, it's actually nowadays as easy to invest in bonds as it is to invest in stocks.
You have ETFs, mutual funds, and so on.
It really is not that complicated.
Look at the yield, talk to an advisor, and now is the time to increase your diversification.
You know, Eurasia Group has an interesting list of their top 10 risks that are coming for the year ahead.
One and two, they have Russia and China.
They call it rogue Russia in their top risk.
And then just the amount of power that Xi Jinping has accumulated in China as the second top risk could be destabilizing for the world and for the economy.
We've got to watch the China reopening as well.
Then I would add an energy crunch.
You know, I kind of we talked about inflation earlier and I said commodities are difficult to predict.
There's a lot of uncertainty on where energy prices are going, especially with China reopening.
I would always say two things, and it's very trite, but it actually applies to the current market environment more than usual.
I would say stay invested and stay diversified.
You know, we're in a strange situation where buying risk assets following a sell-off, which is a wonderful strategy to follow historically,
is a little bit more uncertain than it's been the buying the dip.
It's a regime shift towards higher rates.
We're unwinding COVID distortions.
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