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Inflation has peaked, here’s where to invest your money| Ausbiz
There are no inflation expectation problems, there is no wage spiral and inflation will trend lower quite quickly in 2023 according to Isaac Poole from Oreana Financial. He gave us his market outlook as well as where to invest at the moment. In terms of asset allocation, he said to add duration especially with the US 10-year yields looking very attractive above 4% as this will provide meaningful income, downside protection and diversification. Isaac doesn’t see a recession as the most likely outcome over the next year, so he said to just hold your equity allocations. And he said to consider China, as he believes it’s been in a recession for most of the year. Tune in for all the details here…
(Source: Ausbiz)
Click here to watch the interview.
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